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Rossmore Private Capital’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Rossmore Private Capital’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
2025
Q4 		– Sell
-53
Closed -$3.11K – 352
2025
Q3 		$3.11K Buy
+53
New +$3K ﹤0.01% 326

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EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Rossmore Private Capital's FDRR Position: Q4 2025 in Review

Rossmore Private Capital sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2025, closing a stake of 53 shares — an estimated $3.11K sold.

Rossmore Private Capital first reported a position in FDRR in Q3 2025 and held it in 1 quarter. The position peaked at $3.11K in Q3 2025. 112 funds tracked by Wall St. Rank hold FDRR as of Q4 2025.

  • Rossmore Private Capital reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2025 after selling out during the quarter.
  • Rossmore Private Capital sold 53 Fidelity Dividend ETF for Rising Rates shares in Q4 2025, an estimated $3.11K.
  • Rossmore Private Capital first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2025 and held it in 1 quarter.
  • Rossmore Private Capital's Fidelity Dividend ETF for Rising Rates position peaked at $3.11K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.