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SHP Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

SHP Wealth Management’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
Q1 		$58.8K Hold
1,000
– – ﹤0.01% 465
2025
Q4 		$61K Buy
+1,000
New +$60K ﹤0.01% 440

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHP Wealth Management's FDRR Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 1,000 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

SHP Wealth Management first reported a position in FDRR in Q4 2025 and has held it in 2 quarters since. The position peaked at $61K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Fidelity Dividend ETF for Rising Rates worth $58.8K as of Q1 2026.
  • SHP Wealth Management left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #465 holding.
  • SHP Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $61K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.