Larson Financial Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Larson Financial Group’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Sell	1,991 -823	-29%	-$52.7K	﹤0.01%	1052
2026 Q1	$165K	Buy	2,814 +48	+2%	+$2.94K	0.01%	779
2025 Q4	$169K	Buy	2,766 +1,236	+81%	+$74.1K	0.01%	746
2025 Q3	$89.7K	Buy	1,530 +120	+9%	+$6.79K	﹤0.01%	946
2025 Q2	$76.5K	Hold	1,410	–	–	﹤0.01%	928
2025 Q1	$70.4K	Buy	1,410 +160	+13%	+$8.31K	﹤0.01%	893
2024 Q4	$64.2K	Hold	1,250	–	–	﹤0.01%	830
2024 Q3	$64.4K	Hold	1,250	–	–	﹤0.01%	834
2024 Q2	$60.3K	Buy	+1,250	New	+$58.3K	﹤0.01%	762

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Larson Financial Group's FDRR Position: Q2 2026 in Review

Larson Financial Group reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 29% in Q2 2026, selling an estimated $52.7K and leaving 1,991 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Larson Financial Group first reported a position in FDRR in Q2 2024 and has held it in 9 quarters since. The position peaked at $169K in Q4 2025. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Larson Financial Group held 1,991 shares of Fidelity Dividend ETF for Rising Rates worth $129K as of Q2 2026.
Larson Financial Group sold 823 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $52.7K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1052 holding.
Larson Financial Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Fidelity Dividend ETF for Rising Rates position peaked at $169K in Q4 2025.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.