Twin Peaks Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Twin Peaks Wealth Advisors’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	$299K	Buy	4,604 +4,271	+1,283%	+$273K	0.07%	169
2026 Q1	$19.6K	Buy	+333	New	+$20.4K	﹤0.01%	732
2025 Q3	–	Sell	-72	Closed	-$4.09K	–	826
2025 Q2	$4.09K	Buy	+72	New	+$3.61K	﹤0.01%	1391

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

Twin Peaks Wealth Advisors's FDRR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 1,283% in Q2 2026, buying an estimated $273K and bringing the position to 4,604 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #169.

Twin Peaks Wealth Advisors first reported a position in FDRR in Q2 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Twin Peaks Wealth Advisors held 4,604 shares of Fidelity Dividend ETF for Rising Rates worth $299K as of Q2 2026.
Twin Peaks Wealth Advisors bought 4,271 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $273K.
Fidelity Dividend ETF for Rising Rates made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2025 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.