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 Q2	$500K	Sell	7,703 -76	-1%	-$4.87K	0.01%	937
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 $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mutual Advisors's FDRR Position: Q2 2026 in Review

Mutual Advisors reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.98% in Q2 2026, selling an estimated $4.87K and leaving 7,703 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #937.

Mutual Advisors first reported a position in FDRR in Q2 2021 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Mutual Advisors held 7,703 shares of Fidelity Dividend ETF for Rising Rates worth $500K as of Q2 2026.
Mutual Advisors sold 76 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $4.87K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #937 holding.
Mutual Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2021 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.