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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
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

PA
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
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
CA
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
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

ShoreHaven Wealth Partners's FDRR Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 1.2% in Q2 2026, selling an estimated $2.94K and leaving 3,749 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #97.

ShoreHaven Wealth Partners first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • ShoreHaven Wealth Partners held 3,749 shares of Fidelity Dividend ETF for Rising Rates worth $243K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 46 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $2.94K.
  • Fidelity Dividend ETF for Rising Rates made up 0.08% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • ShoreHaven Wealth Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.