Stifel Financial
FDRR icon

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

Stifel Financial’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
2025
Q2 		– Sell
-9,376
Closed -$468K – 3503
2025
Q1 		$468K Sell
9,376
-3,101
-25% -$161K ﹤0.01% 2717
2024
Q4 		$641K Buy
12,477
+335
+3% +$17.6K ﹤0.01% 2535
2024
Q3 		$625K Buy
12,142
+847
+7% +$42.1K ﹤0.01% 2536
2024
Q2 		$545K Sell
11,295
-1,227
-10% -$57.3K ﹤0.01% 2571
2024
Q1 		$583K Buy
12,522
+1,254
+11% +$56.2K ﹤0.01% 2517
2023
Q4 		$495K Buy
11,268
+1,200
+12% +$49.3K ﹤0.01% 2563
2023
Q3 		$400K Buy
10,068
+1,206
+14% +$50.3K ﹤0.01% 2619
2023
Q2 		$370K Sell
8,862
-323
-4% -$13.2K ﹤0.01% 2710
2023
Q1 		$373K Buy
9,185
+626
+7% +$25.4K ﹤0.01% 2681
2022
Q4 		$341K Sell
8,559
-69
-0.8% -$2.71K ﹤0.01% 2677
2022
Q3 		$306K Buy
8,628
+509
+6% +$20.3K ﹤0.01% 2708
2022
Q2 		$314K Buy
8,119
+1,084
+15% +$45.1K ﹤0.01% 2725
2022
Q1 		$313K Buy
+7,035
New +$311K ﹤0.01% 2856

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