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 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 $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

Mercer Global Advisors's FDRR Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026: 6,843 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in FDRR as recently as Q4 2023.

Mercer Global Advisors first reported a position in FDRR in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.19M in Q3 2023. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Mercer Global Advisors held 6,843 shares of Fidelity Dividend ETF for Rising Rates worth $402K as of Q1 2026.
Fidelity Dividend ETF for Rising Rates was a new Mercer Global Advisors position in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2164 holding.
Mercer Global Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2021 and has held it in 4 quarters since.
Mercer Global Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $1.19M in Q3 2023.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.