Wealth Enhancement Advisory Services
FDRR icon

Wealth Enhancement Advisory Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Wealth Enhancement Advisory Services’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 		$642K Buy
9,590
+240
+3% +$15.4K ﹤0.01% 2456
2026
Q1 		$553K Buy
9,350
+600
+7% +$36.7K ﹤0.01% 2236
2025
Q4 		$540K Buy
8,750
+19
+0.2% +$1.14K ﹤0.01% 2412
2025
Q3 		$514K Sell
8,731
-290
-3% -$16.4K ﹤0.01% 2343
2025
Q2 		$499K Buy
9,021
+25
+0.3% +$1.25K ﹤0.01% 2230
2025
Q1 		$449K Buy
8,996
+747
+9% +$38.8K ﹤0.01% 2139
2024
Q4 		$424K Buy
+8,249
New +$433K ﹤0.01% 2108

Other funds holding FDRR

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CFCS
CDM Financial Counseling Services Norwich, Connecticut $116M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDRR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 9,590 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Wealth Enhancement Advisory Services first reported a position in FDRR in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,590 shares of Fidelity Dividend ETF for Rising Rates worth $642K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 240 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $15.4K.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2456 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.