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FDRR icon

Sunbelt Securities’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Sunbelt Securities’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 		$735K Buy
12,501
+7,027
+128% +$430K 0.05% 324
2025
Q4 		$334K Hold
5,474
– – 0.02% 502
2025
Q3 		$321K Sell
5,474
-2,510
-31% -$142K 0.02% 510
2025
Q2 		$410K Hold
7,984
– – 0.04% 400
2025
Q1 		$399K Hold
7,984
– – 0.04% 378
2024
Q4 		$412K Hold
7,984
– – 0.04% 399
2024
Q3 		$411K Hold
7,984
– – 0.04% 403
2024
Q2 		$385K Hold
7,984
– – 0.04% 398
2024
Q1 		$372K Sell
7,984
-159
-2% -$7.12K 0.04% 387
2023
Q4 		$358K Hold
8,143
– – 0.05% 374
2023
Q3 		$324K Hold
8,143
– – 0.04% 385
2023
Q2 		$340K Hold
8,143
– – 0.05% 357
2023
Q1 		$327K Sell
8,143
-256
-3% -$10.4K 0.05% 331
2022
Q4 		$335K Hold
8,399
– – 0.07% 326
2022
Q3 		$298K Hold
8,399
– – 0.06% 327
2022
Q2 		$324K Hold
8,399
– – 0.07% 322
2022
Q1 		$379K Hold
8,399
– – 0.07% 306
2021
Q4 		$377K Buy
8,399
+159
+2% +$6.95K 0.06% 318
2021
Q3 		$349K Hold
8,240
– – 0.06% 318
2021
Q2 		$349K Hold
8,240
– – 0.06% 318
2021
Q1 		$331K Buy
8,240
+256
+3% +$9.9K 0.07% 318
2020
Q4 		$294K Sell
7,984
-232
-3% -$8.01K 0.06% 309
2020
Q3 		$267K Buy
8,216
+142
+2% +$4.59K 0.07% 272
2020
Q2 		$248K Sell
8,074
-155
-2% -$4.56K 0.09% 245
2020
Q1 		$217K Sell
8,229
-2,977
-27% -$97.3K 0.01% 335
2019
Q4 		$395K Sell
11,206
-494
-4% -$16.6K 0.04% 373
2019
Q3 		$377K Buy
11,700
+3,457
+42% +$110K 0.04% 364
2019
Q2 		$263K Buy
8,243
+80
+1% +$2.54K 0.11% 220
2019
Q1 		$258K Buy
8,163
+551
+7% +$16.9K 0.13% 191
2018
Q4 		$218K Buy
+7,612
New +$234K 0.13% 191

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
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
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sunbelt Securities's FDRR Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 128% in Q1 2026, buying an estimated $430K and bringing the position to 12,501 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #324.

Sunbelt Securities first reported a position in FDRR in Q4 2018 and has held it in 30 quarters since. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

  • Sunbelt Securities held 12,501 shares of Fidelity Dividend ETF for Rising Rates worth $735K as of Q1 2026.
  • Sunbelt Securities bought 7,027 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $430K.
  • Fidelity Dividend ETF for Rising Rates made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #324 holding.
  • Sunbelt Securities first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and has held it in 30 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.