RCS Financial Planning’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

RCS Financial Planning’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	$810K	Buy	+13,782	New	+$843K	0.42%	45

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

RCS Financial Planning's FDRR Position: Q1 2026 in Review

RCS Financial Planning opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026: 13,782 shares worth $810K. The stake represents 0.42% of the portfolio and ranks #45 among its holdings.

109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

RCS Financial Planning held 13,782 shares of Fidelity Dividend ETF for Rising Rates worth $810K as of Q1 2026.
Fidelity Dividend ETF for Rising Rates was a new RCS Financial Planning position in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.42% of RCS Financial Planning's portfolio in Q1 2026, its #45 holding.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.