Mercer Global Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Mercer Global Advisors’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	$432K	Sell	6,652 -191	-3%	-$12.2K	﹤0.01%	2437
2026 Q1	$402K	Buy	+6,843	New	+$418K	﹤0.01%	2164
2024 Q1	–	Sell	-30,430	Closed	-$30K	–	2067
2023 Q4	$30K	Buy	30,430 +500	+2%	+$20.5K	﹤0.01%	1979
2023 Q3	$1.19M	Buy	+29,930	New	+$1.25M	﹤0.01%	872
2021 Q4	–	Sell	-5,500	Closed	-$228K	–	1816
2021 Q3	$228K	Buy	+5,500	New	+$235K	﹤0.01%	1555

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

Mercer Global Advisors's FDRR Position: Q2 2026 in Review

Mercer Global Advisors reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.8% in Q2 2026, selling an estimated $12.2K and leaving 6,652 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Mercer Global Advisors first reported a position in FDRR in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.19M in Q3 2023. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Mercer Global Advisors held 6,652 shares of Fidelity Dividend ETF for Rising Rates worth $432K as of Q2 2026.
Mercer Global Advisors sold 191 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $12.2K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2437 holding.
Mercer Global Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2021 and has held it in 5 quarters since.
Mercer Global Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $1.19M in Q3 2023.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.