&Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

&Partners’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	$1.43M	Buy	24,617 +11,804	+92%	+$722K	0.01%	1095
2025 Q4	$844K	Buy	+12,813	New	+$768K	﹤0.01%	1315

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

&Partners's FDRR Position: Q1 2026 in Review

&Partners increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 92% in Q1 2026, buying an estimated $722K and bringing the position to 24,617 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1095.

&Partners first reported a position in FDRR in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

&Partners held 24,617 shares of Fidelity Dividend ETF for Rising Rates worth $1.43M as of Q1 2026.
&Partners bought 11,804 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $722K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of &Partners's portfolio in Q1 2026, its #1095 holding.
&Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.