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Per Stirling Capital Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Per Stirling Capital Management’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
Q2 		– Sell
-4,973
Closed -$248K – 277
2025
Q1 		$248K Hold
4,973
– – 0.04% 233
2024
Q4 		$256K Hold
4,973
– – 0.04% 224
2024
Q3 		$256K Buy
+4,973
New +$247K 0.04% 233

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Per Stirling Capital Management's FDRR Position: Q2 2025 in Review

Per Stirling Capital Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2025, closing a stake of 4,973 shares — an estimated $248K sold.

Per Stirling Capital Management first reported a position in FDRR in Q3 2024 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q2 2025.

  • Per Stirling Capital Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2025 after selling out during the quarter.
  • Per Stirling Capital Management sold 4,973 Fidelity Dividend ETF for Rising Rates shares in Q2 2025, an estimated $248K.
  • Per Stirling Capital Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2024 and held it in 3 quarters.
  • Per Stirling Capital Management's Fidelity Dividend ETF for Rising Rates position peaked at $256K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2025.

Based on Per Stirling Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.