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 Q3	$3.62M	Buy	53,130 +1,410	+3%	+$96.6K	2.07%	12
2026 Q2	$3.36M	Sell	51,720 -1,827	-3%	-$117K	2.16%	10
2026 Q1	$3.15M	Sell	53,547 -1,634	-3%	-$100K	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

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

CDM Financial Counseling Services Norwich, Connecticut $119M AUM 21.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Sugar Maple Asset Management's FDRR Position: Q3 2026 in Review

Sugar Maple Asset Management increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.7% in Q3 2026, buying an estimated $96.6K and bringing the position to 53,130 shares worth $3.62M. The position accounts for 2.07% of the portfolio, ranked #12.

Sugar Maple Asset Management first reported a position in FDRR in Q1 2024 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

Sugar Maple Asset Management held 53,130 shares of Fidelity Dividend ETF for Rising Rates worth $3.62M as of Q3 2026.
Sugar Maple Asset Management bought 1,410 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $96.6K.
Fidelity Dividend ETF for Rising Rates made up 2.07% of Sugar Maple Asset Management's portfolio in Q3 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 11 quarters since.
24 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.