Measured Wealth Private Client Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Measured Wealth Private Client 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	$2.14K	Buy	+33	New	+$2.11K	﹤0.01%	641
2018 Q4	–	Sell	-200	Closed	-$6K	–	298
2018 Q3	$6K	Buy	+200	New	+$6.36K	﹤0.01%	672

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

Measured Wealth Private Client Group's FDRR Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 33 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in FDRR as recently as Q3 2018.

Measured Wealth Private Client Group first reported a position in FDRR in Q3 2018 and has held it in 2 quarters since. The position peaked at $6K in Q3 2018. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Measured Wealth Private Client Group held 33 shares of Fidelity Dividend ETF for Rising Rates worth $2.14K as of Q2 2026.
Fidelity Dividend ETF for Rising Rates was a new Measured Wealth Private Client Group position in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #641 holding.
Measured Wealth Private Client Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2018 and has held it in 2 quarters since.
Measured Wealth Private Client Group's Fidelity Dividend ETF for Rising Rates position peaked at $6K in Q3 2018.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.