Western Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Western Wealth 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	$217K	Buy	+3,688	New	+$226K	0.01%	894
2024 Q3	–	Sell	-4,174	Closed	-$201K	–	752
2024 Q2	$201K	Sell	4,174 -1,770	-30%	-$82.6K	0.01%	631
2024 Q1	$277K	Buy	5,944 +16	+0.3%	+$717	0.02%	529
2023 Q4	$260K	Sell	5,928 -2,160	-27%	-$88.8K	0.02%	587
2023 Q3	$322K	Sell	8,088 -1,386	-15%	-$57.8K	0.03%	491
2023 Q2	$395K	Sell	9,474 -626	-6%	-$25.5K	0.03%	438
2023 Q1	$411K	Sell	10,100 -3	-0%	-$122	0.04%	423
2022 Q4	$403K	Sell	10,103 -15,918	-61%	-$625K	0.04%	388
2022 Q3	$926K	Buy	26,021 +3,624	+16%	+$144K	0.05%	321
2022 Q2	$867K	Buy	22,397 +13,353	+148%	+$555K	0.05%	336
2022 Q1	$402K	Buy	+9,044	New	+$399K	0.02%	591

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

Western Wealth Management's FDRR Position: Q1 2026 in Review

Western Wealth Management opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026: 3,688 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in FDRR as recently as Q2 2024.

Western Wealth Management first reported a position in FDRR in Q1 2022 and has held it in 11 quarters since. The position peaked at $926K in Q3 2022. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Western Wealth Management held 3,688 shares of Fidelity Dividend ETF for Rising Rates worth $217K as of Q1 2026.
Fidelity Dividend ETF for Rising Rates was a new Western Wealth Management position in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #894 holding.
Western Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2022 and has held it in 11 quarters since.
Western Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $926K in Q3 2022.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.