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 Q3	$271K	Buy	3,980 +17	+0.4%	+$1.16K	0.03%	179
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

Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Perryman Financial Advisory's FDRR Position: Q3 2026 in Review

Perryman Financial Advisory increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.43% in Q3 2026, buying an estimated $1.16K and bringing the position to 3,980 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #179.

Perryman Financial Advisory first reported a position in FDRR in Q4 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 39 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

Perryman Financial Advisory held 3,980 shares of Fidelity Dividend ETF for Rising Rates worth $271K as of Q3 2026.
Perryman Financial Advisory bought 17 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $1.16K.
Fidelity Dividend ETF for Rising Rates made up 0.03% of Perryman Financial Advisory's portfolio in Q3 2026, its #179 holding.
Perryman Financial Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 4 quarters since.
Perryman Financial Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $291K in Q4 2025.
39 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Perryman Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.