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 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CFCS

CDM Financial Counseling Services Norwich, Connecticut $116M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFA Wealth Services's FDRR Position: Q2 2026 in Review

MFA Wealth Services increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.05% in Q2 2026, buying an estimated $128 and bringing the position to 3,782 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #118.

MFA Wealth Services first reported a position in FDRR in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q4 2024. 25 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

MFA Wealth Services held 3,782 shares of Fidelity Dividend ETF for Rising Rates worth $245K as of Q2 2026.
MFA Wealth Services bought 2 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $128.
Fidelity Dividend ETF for Rising Rates made up 0.15% of MFA Wealth Services's portfolio in Q2 2026, its #118 holding.
MFA Wealth Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Fidelity Dividend ETF for Rising Rates position peaked at $246K in Q4 2024.
25 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.