Triumph Capital Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Triumph Capital 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	$3.06K	Hold	52	–	–	﹤0.01%	1457
2025 Q4	$3.17K	Buy	+52	New	+$3.12K	﹤0.01%	1380
2024 Q1	–	Sell	-9,074	Closed	-$398K	–	235
2023 Q4	$398K	Buy	9,074 +89	+1%	+$3.66K	0.17%	118
2023 Q3	$357K	Buy	8,985 +927	+12%	+$38.6K	0.16%	135
2023 Q2	$336K	Sell	8,058 -636	-7%	-$25.9K	0.15%	133
2023 Q1	$354K	Buy	8,694 +1,083	+14%	+$44K	0.18%	117
2022 Q4	$303K	Buy	7,611 +156	+2%	+$6.13K	0.16%	141
2022 Q3	$264K	Buy	+7,455	New	+$297K	0.14%	147

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

Triumph Capital Management's FDRR Position: Q1 2026 in Review

Triumph Capital Management held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 52 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Triumph Capital Management first reported a position in FDRR in Q3 2022 and has held it in 8 quarters since. The position peaked at $398K in Q4 2023. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Triumph Capital Management held 52 shares of Fidelity Dividend ETF for Rising Rates worth $3.06K as of Q1 2026.
Triumph Capital Management left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1457 holding.
Triumph Capital Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2022 and has held it in 8 quarters since.
Triumph Capital Management's Fidelity Dividend ETF for Rising Rates position peaked at $398K in Q4 2023.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.