&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 Q2	$1.62M	Buy	25,275 +658	+3%	+$42.1K	0.01%	1142
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 $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

&Partners's FDRR Position: Q2 2026 in Review

&Partners increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.7% in Q2 2026, buying an estimated $42.1K and bringing the position to 25,275 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1142.

&Partners first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

&Partners held 25,275 shares of Fidelity Dividend ETF for Rising Rates worth $1.62M as of Q2 2026.
&Partners bought 658 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $42.1K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of &Partners's portfolio in Q2 2026, its #1142 holding.
&Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.