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 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

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

RCS Financial Planning's FDRR Position: Q2 2026 in Review

RCS Financial Planning reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 1.1% in Q2 2026, selling an estimated $9.28K and leaving 13,637 shares worth $885K. The position accounts for 0.42% of the portfolio, ranked #45.

RCS Financial Planning first reported a position in FDRR in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

RCS Financial Planning held 13,637 shares of Fidelity Dividend ETF for Rising Rates worth $885K as of Q2 2026.
RCS Financial Planning sold 145 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $9.28K.
Fidelity Dividend ETF for Rising Rates made up 0.42% of RCS Financial Planning's portfolio in Q2 2026, its #45 holding.
RCS Financial Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2026 and has held it in 2 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.