Perryman Financial Advisory’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Perryman Financial Advisory’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	$232K	Sell	3,940 -824	-17%	-$50.4K	0.03%	160
2025 Q4	$291K	Buy	+4,764	New	+$286K	0.04%	152

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

Perryman Financial Advisory's FDRR Position: Q1 2026 in Review

Perryman Financial Advisory reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 17% in Q1 2026, selling an estimated $50.4K and leaving 3,940 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #160.

Perryman Financial Advisory first reported a position in FDRR in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Perryman Financial Advisory held 3,940 shares of Fidelity Dividend ETF for Rising Rates worth $232K as of Q1 2026.
Perryman Financial Advisory sold 824 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $50.4K.
Fidelity Dividend ETF for Rising Rates made up 0.03% of Perryman Financial Advisory's portfolio in Q1 2026, its #160 holding.
Perryman Financial Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 2 quarters since.
Perryman Financial Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $291K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.