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 Q3	$711K	Buy	10,255 +665	+7%	+$45.6K	﹤0.01%	2474
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%	+$1.26K	﹤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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDRR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 6.9% in Q3 2026, buying an estimated $45.6K and bringing the position to 10,255 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Wealth Enhancement Advisory Services first reported a position in FDRR in Q4 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

Wealth Enhancement Advisory Services held 10,255 shares of Fidelity Dividend ETF for Rising Rates worth $711K as of Q3 2026.
Wealth Enhancement Advisory Services bought 665 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $45.6K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2474 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.