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 Q2	$257K	Buy	3,963 +23	+0.6%	+$1.47K	0.03%	180
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 $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

Perryman Financial Advisory's FDRR Position: Q2 2026 in Review

Perryman Financial Advisory increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.58% in Q2 2026, buying an estimated $1.47K and bringing the position to 3,963 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #180.

Perryman Financial Advisory first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Perryman Financial Advisory held 3,963 shares of Fidelity Dividend ETF for Rising Rates worth $257K as of Q2 2026.
Perryman Financial Advisory bought 23 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $1.47K.
Fidelity Dividend ETF for Rising Rates made up 0.03% of Perryman Financial Advisory's portfolio in Q2 2026, its #180 holding.
Perryman Financial Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $291K in Q4 2025.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.