Sugar Maple Asset Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Sugar Maple Asset 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	$3.15M	Sell	53,547 -1,634	-3%	-$99.9K	1.91%	12
2025 Q4	$3.37M	Sell	55,181 -118	-0.2%	-$7.08K	2.26%	12
2025 Q3	$3.24M	Sell	55,299 -2,150	-4%	-$122K	2.32%	13
2025 Q2	$3.12M	Sell	57,449 -5,762	-9%	-$289K	2.43%	13
2025 Q1	$3.16M	Sell	63,211 -104	-0.2%	-$5.4K	2.49%	13
2024 Q4	$3.25M	Sell	63,315 -1,672	-3%	-$87.7K	2.47%	14
2024 Q3	$3.35M	Sell	64,987 -2,634	-4%	-$131K	2.91%	11
2024 Q2	$3.26M	Buy	67,621 +2,267	+3%	+$106K	3.16%	12
2024 Q1	$3.04M	Buy	+65,354	New	+$2.93M	2.93%	13

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sugar Maple Asset Management's FDRR Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 3% in Q1 2026, selling an estimated $99.9K and leaving 53,547 shares worth $3.15M. The position accounts for 1.91% of the portfolio, ranked #12.

Sugar Maple Asset Management first reported a position in FDRR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.37M in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Sugar Maple Asset Management held 53,547 shares of Fidelity Dividend ETF for Rising Rates worth $3.15M as of Q1 2026.
Sugar Maple Asset Management sold 1,634 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $99.9K.
Fidelity Dividend ETF for Rising Rates made up 1.91% of Sugar Maple Asset Management's portfolio in Q1 2026, its #12 holding.
Sugar Maple Asset Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's Fidelity Dividend ETF for Rising Rates position peaked at $3.37M in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.