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 Q2	$3.36M	Sell	51,720 -1,827	-3%	-$117K	2.16%	10
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 $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 22.96% 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

Sugar Maple Asset Management's FDRR Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 3.4% in Q2 2026, selling an estimated $117K and leaving 51,720 shares worth $3.36M. The position accounts for 2.16% of the portfolio, ranked #10.

Sugar Maple Asset Management first reported a position in FDRR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.37M in Q4 2025. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Sugar Maple Asset Management held 51,720 shares of Fidelity Dividend ETF for Rising Rates worth $3.36M as of Q2 2026.
Sugar Maple Asset Management sold 1,827 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $117K.
Fidelity Dividend ETF for Rising Rates made up 2.16% of Sugar Maple Asset Management's portfolio in Q2 2026, its #10 holding.
Sugar Maple Asset Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's Fidelity Dividend ETF for Rising Rates position peaked at $3.37M in Q4 2025.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.