Migdal Insurance & Financial Holdings’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-90	Closed	-$5K	–	386
2025 Q4	$5K	Sell	90 -90	-50%	-$5.4K	﹤0.01%	340
2025 Q3	$11K	Hold	180	–	–	﹤0.01%	310
2025 Q2	$10K	Hold	180	–	–	﹤0.01%	319
2025 Q1	$9K	Hold	180	–	–	﹤0.01%	367
2024 Q4	$9K	Hold	180	–	–	﹤0.01%	309
2024 Q3	$9K	Hold	180	–	–	﹤0.01%	337
2024 Q2	$9K	Hold	180	–	–	﹤0.01%	416
2024 Q1	$8K	Hold	180	–	–	﹤0.01%	342
2023 Q4	$8K	Hold	180	–	–	﹤0.01%	434
2023 Q3	$7K	Hold	180	–	–	﹤0.01%	435
2023 Q2	$8K	Hold	180	–	–	﹤0.01%	412
2023 Q1	$7K	Hold	180	–	–	﹤0.01%	470
2022 Q4	$7K	Hold	180	–	–	﹤0.01%	467
2022 Q3	$6K	Hold	180	–	–	﹤0.01%	460
2022 Q2	$7K	Hold	180	–	–	﹤0.01%	537
2022 Q1	$8K	Hold	180	–	–	﹤0.01%	559
2021 Q4	$8K	Hold	180	–	–	﹤0.01%	615
2021 Q3	$7K	Hold	180	–	–	﹤0.01%	618
2021 Q2	$8K	Hold	180	–	–	﹤0.01%	547
2021 Q1	$7K	Hold	180	–	–	﹤0.01%	646
2020 Q4	$7K	Hold	180	–	–	﹤0.01%	627
2020 Q3	$6K	Hold	180	–	–	﹤0.01%	646
2020 Q2	$6K	Sell	180 -1,300	-88%	-$38.3K	﹤0.01%	643
2020 Q1	$39K	Hold	1,480	–	–	﹤0.01%	520
2019 Q4	$52K	Hold	1,480	–	–	﹤0.01%	628
2019 Q3	$48K	Hold	1,480	–	–	﹤0.01%	605
2019 Q2	$47K	Hold	1,480	–	–	﹤0.01%	617
2019 Q1	$47K	Hold	1,480	–	–	﹤0.01%	570
2018 Q4	$42K	Buy	1,480 +180	+14%	+$5.53K	﹤0.01%	542
2018 Q3	$42K	Hold	1,300	–	–	﹤0.01%	706
2018 Q2	$39K	Buy	+1,300	New	+$39.5K	﹤0.01%	675

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FDRR Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026, closing a stake of 90 shares — an estimated $5K sold.

Migdal Insurance & Financial Holdings first reported a position in FDRR in Q2 2018 and held it in 31 quarters. The position peaked at $52K in Q4 2019. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 90 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $5K.
Migdal Insurance & Financial Holdings first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2018 and held it in 31 quarters.
Migdal Insurance & Financial Holdings's Fidelity Dividend ETF for Rising Rates position peaked at $52K in Q4 2019.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.