MFA Wealth Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

MFA Wealth Services’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 Q3	$237K	Sell	3,482 -300	-8%	-$20.6K	0.14%	122
2026 Q2	$245K	Buy	3,782 +2	+0.1%	+$128	0.15%	118
2026 Q1	$222K	Buy	3,780 +3	+0.1%	+$183	0.15%	116
2025 Q4	$230K	Buy	3,777 +2	+0.1%	+$120	0.16%	111
2025 Q3	$221K	Sell	3,775 -249	-6%	-$14.1K	0.15%	115
2025 Q2	$218K	Sell	4,024 -44	-1%	-$2.21K	0.16%	109
2025 Q1	$203K	Sell	4,068 -727	-15%	-$37.8K	0.17%	104
2024 Q4	$246K	Buy	+4,795	New	+$252K	0.2%	94

Other funds holding FDRR

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

CDM Financial Counseling Services Norwich, Connecticut $119M AUM 21.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MFA Wealth Services's FDRR Position: Q3 2026 in Review

MFA Wealth Services reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 7.9% in Q3 2026, selling an estimated $20.6K and leaving 3,482 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #122.

MFA Wealth Services first reported a position in FDRR in Q4 2024 and has held it in 8 quarters since. The position peaked at $246K in Q4 2024. 23 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

MFA Wealth Services held 3,482 shares of Fidelity Dividend ETF for Rising Rates worth $237K as of Q3 2026.
MFA Wealth Services sold 300 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $20.6K.
Fidelity Dividend ETF for Rising Rates made up 0.14% of MFA Wealth Services's portfolio in Q3 2026, its #122 holding.
MFA Wealth Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Fidelity Dividend ETF for Rising Rates position peaked at $246K in Q4 2024.
23 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.