FDRR β€” FIDELITY DIVIDEND ETF FOR RISING RATES

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  19 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows FDRR at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in FIDELITY DIVIDEND ETF FOR RISING RATES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDRR was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held FDRR β€” position size vs. price
% of Fund (quarterly)    FDRR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,086 +7,321 +30.8% 0.12% $1.9M 2026-02-14 (Est.) $61.58
2025 Q3 ADDED 23,765 +16,510 +227.6% 0.09% $1.4M 2025-11-12 $59.75
2025 Q2 ADDED 7,255 +190 +2.7% 0.03% $393K 2025-08-04 $54.48
2025 Q1 ADDED 7,065 +1,007 +16.6% 0.03% $353K 2025-04-23 $46.23
2024 Q4 ADDED 6,058 +319 +5.6% 0.03% $311K 2025-02-10 $51.27
2024 Q3 ADDED 5,739 +450 +8.5% 0.02% $296K 2024-10-28 $50.24
2024 Q2 REDUCED 5,289 -315 -5.6% 0.02% $255K 2024-08-06 $44.90
2024 Q1 REDUCED 5,604 -5,053 -47.4% 0.02% $261K 2024-05-01 $42.36
2023 Q4 REDUCED 10,657 -898 -7.8% 0.05% $468K 2024-01-10 $41.51
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FDRR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning FDRR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported FDRR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FDRR position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for FDRR was 0.12% in 2025 Q4.

What is the latest reported FDRR position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 31,086 shares, equal to 0.12% of portfolio, with an estimated market value of $1.9M.

What does the chart on this FDRR ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly FDRR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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