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

Roxbury Financial’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	$921	Hold	14	–	–	﹤0.01%	396
2026 Q1	$830	Hold	14	–	–	﹤0.01%	371
2025 Q4	$856	Hold	14	–	–	﹤0.01%	358
2025 Q3	$818	Hold	14	–	–	﹤0.01%	355
2025 Q2	$752	Hold	14	–	–	﹤0.01%	351
2025 Q1	$724	Buy	14 +1	+8%	+$52	﹤0.01%	340
2024 Q4	$729	Buy	+13	New	+$682	﹤0.01%	373

Other funds holding FDRR

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CFCS

CDM Financial Counseling Services Norwich, Connecticut $116M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Roxbury Financial's FDRR Position: Q2 2026 in Review

Roxbury Financial held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q2 2026 at 14 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Roxbury Financial first reported a position in FDRR in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Roxbury Financial held 14 shares of Fidelity Dividend ETF for Rising Rates worth $921 as of Q2 2026.
Roxbury Financial left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #396 holding.
Roxbury Financial first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.