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 Q2	$65.2K	Buy	1,005 +5	+0.5%	+$320	﹤0.01%	486
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 $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHP Wealth Management's FDRR Position: Q2 2026 in Review

SHP Wealth Management increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.5% in Q2 2026, buying an estimated $320 and bringing the position to 1,005 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SHP Wealth Management first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

SHP Wealth Management held 1,005 shares of Fidelity Dividend ETF for Rising Rates worth $65.2K as of Q2 2026.
SHP Wealth Management bought 5 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $320.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #486 holding.
SHP Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.