NLWP
FDRR icon

Next Level Wealth Planning’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Next Level Wealth Planning’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
2025
Q1 		– Sell
-4,445
Closed -$228K – 51
2024
Q4 		$228K Buy
+4,445
New +$233K 0.18% 37

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Next Level Wealth Planning's FDRR Position: Q1 2025 in Review

Next Level Wealth Planning sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2025, closing a stake of 4,445 shares — an estimated $228K sold.

Next Level Wealth Planning first reported a position in FDRR in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2025.

  • Next Level Wealth Planning reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2025 after selling out during the quarter.
  • Next Level Wealth Planning sold 4,445 Fidelity Dividend ETF for Rising Rates shares in Q1 2025, an estimated $228K.
  • Next Level Wealth Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and held it in 1 quarter.
  • Next Level Wealth Planning's Fidelity Dividend ETF for Rising Rates position peaked at $228K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2025.

Based on Next Level Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.