MML Investors Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

MML Investors 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 Q1	$1.3M	Buy	22,189 +1,407	+7%	+$86K	﹤0.01%	1594
2025 Q4	$1.27M	Buy	20,782 +2,857	+16%	+$171K	﹤0.01%	1645
2025 Q3	$1.05M	Sell	17,925 -2,450	-12%	-$139K	﹤0.01%	1695
2025 Q2	$1.1M	Buy	20,375 +1,043	+5%	+$52.3K	﹤0.01%	1599
2025 Q1	$966K	Sell	19,332 -5,872	-23%	-$305K	﹤0.01%	1600
2024 Q4	$1.29M	Buy	25,204 +5,922	+31%	+$311K	﹤0.01%	1363
2024 Q3	$993K	Sell	19,282 -1,409	-7%	-$70K	﹤0.01%	1458
2024 Q2	$998K	Sell	20,691 -6,376	-24%	-$298K	﹤0.01%	1405
2024 Q1	$1.26M	Sell	27,067 -430	-2%	-$19.3K	0.01%	1278
2023 Q4	$1.21M	Buy	27,497 +1,166	+4%	+$47.9K	0.01%	1243
2023 Q3	$1.05M	Sell	26,331 -5,869	-18%	-$245K	0.01%	1196
2023 Q2	$1.34M	Buy	32,200 +1,368	+4%	+$55.7K	0.01%	1084
2023 Q1	$1.25M	Sell	30,832 -2,967	-9%	-$121K	0.01%	958
2022 Q4	$1.35M	Buy	33,799 +1,072	+3%	+$42.1K	0.01%	992
2022 Q3	$1.16M	Buy	32,727 +5,368	+20%	+$214K	0.01%	986
2022 Q2	$1.06M	Buy	27,359 +11,679	+74%	+$486K	0.01%	1022
2022 Q1	$698K	Buy	15,680 +10,524	+204%	+$465K	﹤0.01%	1278
2021 Q4	$234K	Sell	5,156 -373	-7%	-$16.3K	﹤0.01%	1835
2021 Q3	$229K	Sell	5,529 -61	-1%	-$2.6K	﹤0.01%	1794
2021 Q2	$236K	Buy	+5,590	New	+$234K	﹤0.01%	1749
2019 Q3	–	Sell	-27,335	Closed	-$872K	–	1511
2019 Q2	$872K	Buy	27,335 +2,749	+11%	+$87.4K	0.01%	766
2019 Q1	$776K	Buy	24,586 +4,841	+25%	+$149K	0.01%	805
2018 Q4	$566K	Buy	19,745 +1,484	+8%	+$45.6K	0.01%	848
2018 Q3	$591K	Buy	+18,261	New	+$580K	0.01%	917

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

MML Investors Services's FDRR Position: Q1 2026 in Review

MML Investors Services increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 6.8% in Q1 2026, buying an estimated $86K and bringing the position to 22,189 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

MML Investors Services first reported a position in FDRR in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2022. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

MML Investors Services held 22,189 shares of Fidelity Dividend ETF for Rising Rates worth $1.3M as of Q1 2026.
MML Investors Services bought 1,407 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $86K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1594 holding.
MML Investors Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2018 and has held it in 24 quarters since.
MML Investors Services's Fidelity Dividend ETF for Rising Rates position peaked at $1.35M in Q4 2022.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.