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

Naples Global 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	$327K	Hold	5,562	–	–	0.02%	380
2025 Q4	$339K	Hold	5,562	–	–	0.03%	372
2025 Q3	$326K	Buy	+5,562	New	+$315K	0.03%	371

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

Naples Global Advisors's FDRR Position: Q1 2026 in Review

Naples Global Advisors held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 5,562 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #380.

Naples Global Advisors first reported a position in FDRR in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Naples Global Advisors held 5,562 shares of Fidelity Dividend ETF for Rising Rates worth $327K as of Q1 2026.
Naples Global Advisors left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #380 holding.
Naples Global Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2025 and has held it in 3 quarters since.
Naples Global Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $339K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.