RCS Financial Planning
FDRR icon

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
Q3 		– Sell
-13,637
Closed -$885K – 98
2026
Q2 		$885K Sell
13,637
-145
-1% -$9.28K 0.42% 45
2026
Q1 		$810K Buy
+13,782
New +$843K 0.42% 45

Other funds holding FDRR

Charter Capital Management
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Geneva Partners
Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

RCS Financial Planning's FDRR Position: Q3 2026 in Review

RCS Financial Planning sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2026, closing a stake of 13,637 shares — an estimated $885K sold.

RCS Financial Planning first reported a position in FDRR in Q1 2026 and held it in 2 quarters. The position peaked at $885K in Q2 2026. 39 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

  • RCS Financial Planning reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2026 after selling out during the quarter.
  • RCS Financial Planning sold 13,637 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $885K.
  • RCS Financial Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2026 and held it in 2 quarters.
  • RCS Financial Planning's Fidelity Dividend ETF for Rising Rates position peaked at $885K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.