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

Snider Financial Group’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	–	Sell	-4,471	Closed	-$263K	–	106
2026 Q1	$263K	Sell	4,471 -1,774	-28%	-$108K	0.08%	90
2025 Q4	$381K	Sell	6,245 -687	-10%	-$41.2K	0.1%	80
2025 Q3	$406K	Hold	6,932	–	–	0.11%	81
2025 Q2	$376K	Hold	6,932	–	–	0.11%	84
2025 Q1	$346K	Hold	6,932	–	–	0.11%	84
2024 Q4	$356K	Buy	+6,932	New	+$364K	0.11%	85

Other funds holding FDRR

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Snider Financial Group's FDRR Position: Q2 2026 in Review

Snider Financial Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026, closing a stake of 4,471 shares — an estimated $263K sold.

Snider Financial Group first reported a position in FDRR in Q4 2024 and held it in 6 quarters. The position peaked at $406K in Q3 2025. 39 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Snider Financial Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2026 after selling out during the quarter.
Snider Financial Group sold 4,471 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $263K.
Snider Financial Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and held it in 6 quarters.
Snider Financial Group's Fidelity Dividend ETF for Rising Rates position peaked at $406K in Q3 2025.
39 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.