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Monetary Solutions’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Monetary Solutions’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 		$77.3K Hold
1,191
– – 0.07% 103
2026
Q1 		$70K Hold
1,191
– – 0.07% 100
2025
Q4 		$72.7K Buy
+1,191
New +$71.4K 0.07% 91

Other funds holding FDRR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monetary Solutions's FDRR Position: Q2 2026 in Review

Monetary Solutions held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q2 2026 at 1,191 shares worth $77.3K. The position accounts for 0.07% of the portfolio, ranked #103.

Monetary Solutions first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • Monetary Solutions held 1,191 shares of Fidelity Dividend ETF for Rising Rates worth $77.3K as of Q2 2026.
  • Monetary Solutions left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q2 2026.
  • Fidelity Dividend ETF for Rising Rates made up 0.07% of Monetary Solutions's portfolio in Q2 2026, its #103 holding.
  • Monetary Solutions first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.