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

Wedbush 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 Q2	$214K	Buy	+3,302	New	+$211K	0.01%	1176
2026 Q1	–	Sell	-3,302	Closed	-$201K	–	1259
2025 Q4	$201K	Sell	3,302 -575	-15%	-$34.5K	0.01%	1115
2025 Q3	$227K	Hold	3,877	–	–	0.01%	1001
2025 Q2	$210K	Buy	+3,877	New	+$195K	0.01%	1030
2024 Q2	–	Sell	-4,587	Closed	-$214K	–	1227
2024 Q1	$214K	Hold	4,587	–	–	0.01%	1054
2023 Q4	$201K	Buy	+4,587	New	+$189K	0.01%	970
2023 Q2	–	Sell	-5,143	Closed	-$209K	–	1088
2023 Q1	$209K	Buy	5,143 +116	+2%	+$4.71K	0.01%	921
2022 Q4	$200K	Buy	+5,027	New	+$197K	0.01%	916

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

Wedbush Securities's FDRR Position: Q2 2026 in Review

Wedbush Securities opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 3,302 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in FDRR as recently as Q4 2025.

Wedbush Securities first reported a position in FDRR in Q4 2022 and has held it in 8 quarters since. The position peaked at $227K in Q3 2025. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Wedbush Securities held 3,302 shares of Fidelity Dividend ETF for Rising Rates worth $214K as of Q2 2026.
Fidelity Dividend ETF for Rising Rates was a new Wedbush Securities position in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1176 holding.
Wedbush Securities first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2022 and has held it in 8 quarters since.
Wedbush Securities's Fidelity Dividend ETF for Rising Rates position peaked at $227K in Q3 2025.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.