Next Level Wealth Planning
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
2026
Q3 		$74.2K Buy
+1,088
New +$74.6K 0.03% 138
2025
Q1 		– Sell
-4,445
Closed -$228K – 51
2024
Q4 		$228K Buy
+4,445
New +$233K 0.18% 37

Other funds holding FDRR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Charter Capital Management
Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return
Geneva Partners
Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Next Level Wealth Planning's FDRR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2026: 1,088 shares worth $74.2K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Next Level Wealth Planning previously reported a position in FDRR as recently as Q4 2024.

Next Level Wealth Planning first reported a position in FDRR in Q4 2024 and has held it in 2 quarters since. The position peaked at $228K in Q4 2024. 59 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

  • Next Level Wealth Planning held 1,088 shares of Fidelity Dividend ETF for Rising Rates worth $74.2K as of Q3 2026.
  • Fidelity Dividend ETF for Rising Rates was a new Next Level Wealth Planning position in Q3 2026.
  • Fidelity Dividend ETF for Rising Rates made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #138 holding.
  • Next Level Wealth Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 2 quarters since.
  • Next Level Wealth Planning's Fidelity Dividend ETF for Rising Rates position peaked at $228K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.