ShoreHaven Wealth Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

ShoreHaven Wealth Partners’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	$235K	Sell	3,452 -297	-8%	-$20.4K	0.07%	96
2026 Q2	$243K	Sell	3,749 -46	-1%	-$2.94K	0.08%	97
2026 Q1	$223K	Sell	3,795 -117	-3%	-$7.16K	0.08%	98
2025 Q4	$239K	Buy	+3,912	New	+$235K	0.09%	94

Other funds holding FDRR

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

ShoreHaven Wealth Partners's FDRR Position: Q3 2026 in Review

ShoreHaven Wealth Partners reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 7.9% in Q3 2026, selling an estimated $20.4K and leaving 3,452 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #96.

ShoreHaven Wealth Partners first reported a position in FDRR in Q4 2025 and has held it in 4 quarters since. The position peaked at $243K in Q2 2026. 95 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

ShoreHaven Wealth Partners held 3,452 shares of Fidelity Dividend ETF for Rising Rates worth $235K as of Q3 2026.
ShoreHaven Wealth Partners sold 297 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $20.4K.
Fidelity Dividend ETF for Rising Rates made up 0.07% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #96 holding.
ShoreHaven Wealth Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 4 quarters since.
ShoreHaven Wealth Partners's Fidelity Dividend ETF for Rising Rates position peaked at $243K in Q2 2026.
95 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.