MA
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Montag & Associates’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Montag & Associates’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,840
Closed -$91.9K – 972
2025
Q1 		$91.9K Hold
1,840
– – ﹤0.01% 508
2024
Q4 		$94.5K Hold
1,840
– – ﹤0.01% 509
2024
Q3 		$94.8K Buy
+1,840
New +$94.8K ﹤0.01% 509