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 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 $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Larson Financial Group's FDRR Position: Q1 2026 in Review

Larson Financial Group increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 1.7% in Q1 2026, buying an estimated $2.94K and bringing the position to 2,814 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #779.

Larson Financial Group first reported a position in FDRR in Q2 2024 and has held it in 8 quarters since. The position peaked at $169K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Larson Financial Group held 2,814 shares of Fidelity Dividend ETF for Rising Rates worth $165K as of Q1 2026.
Larson Financial Group bought 48 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $2.94K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #779 holding.
Larson Financial Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Fidelity Dividend ETF for Rising Rates position peaked at $169K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.