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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 114 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.
114 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.