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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
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

CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LC
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

Midwest Financial Network's FDRR Position: Q2 2026 in Review

Midwest Financial Network increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 61% in Q2 2026, buying an estimated $492K and bringing the position to 20,374 shares worth $1.32M. The position accounts for 0.9% of the portfolio, ranked #38.

Midwest Financial Network first reported a position in FDRR in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • Midwest Financial Network held 20,374 shares of Fidelity Dividend ETF for Rising Rates worth $1.32M as of Q2 2026.
  • Midwest Financial Network bought 7,686 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $492K.
  • Fidelity Dividend ETF for Rising Rates made up 0.9% of Midwest Financial Network's portfolio in Q2 2026, its #38 holding.
  • Midwest Financial Network first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.