Mutual Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Mutual Advisors’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	$457K	Buy	7,779 +166	+2%	+$10.2K	0.01%	920
2025 Q4	$465K	Buy	7,613 +39	+0.5%	+$2.34K	0.01%	913
2025 Q3	$447K	Buy	+7,574	New	+$428K	0.01%	901
2021 Q3	–	Sell	-11,261	Closed	-$476K	–	875
2021 Q2	$476K	Buy	+11,261	New	+$472K	0.03%	539

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

Mutual Advisors's FDRR Position: Q1 2026 in Review

Mutual Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.2% in Q1 2026, buying an estimated $10.2K and bringing the position to 7,779 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #920.

Mutual Advisors first reported a position in FDRR in Q2 2021 and has held it in 4 quarters since. The position peaked at $476K in Q2 2021. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Mutual Advisors held 7,779 shares of Fidelity Dividend ETF for Rising Rates worth $457K as of Q1 2026.
Mutual Advisors bought 166 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $10.2K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #920 holding.
Mutual Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2021 and has held it in 4 quarters since.
Mutual Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $476K in Q2 2021.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.