Midwest Financial Network’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Midwest Financial Network’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	$3.47M	Buy	50,907 +30,533	+150%	+$2.09M	2.37%	10
2026 Q2	$1.32M	Buy	20,374 +7,686	+61%	+$492K	0.9%	38
2026 Q1	$746K	Buy	+12,688	New	+$776K	0.59%	48

Other funds holding FDRR

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 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 21.82% 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 33.51% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Midwest Financial Network's FDRR Position: Q3 2026 in Review

Midwest Financial Network increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 150% in Q3 2026, buying an estimated $2.09M and bringing the position to 50,907 shares worth $3.47M. The position accounts for 2.37% of the portfolio, ranked #10.

Midwest Financial Network first reported a position in FDRR in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

Midwest Financial Network held 50,907 shares of Fidelity Dividend ETF for Rising Rates worth $3.47M as of Q3 2026.
Midwest Financial Network bought 30,533 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $2.09M.
Fidelity Dividend ETF for Rising Rates made up 2.37% of Midwest Financial Network's portfolio in Q3 2026, its #10 holding.
Midwest Financial Network first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2026 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.