Fidelity Dividend ETF for Rising Rates·Financial Services

Retirees building income portfolios in 2026 face a genuine tension: bond yields have pulled back from recent highs, dividend stocks feel crowded, and the funds marketed as “rate-resilient” often look nothing like their names suggest once you open the hood.

Ameritas Advisory Services LLC trimmed its position in Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR) by 99.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,048 shares of the company's stock after selling 720,772 shares during the period. Ameritas Advisory Services LLC's holdings

Fidelity and Vanguard both offer relatively limited rosters of dividend exchange-traded funds (ETFs). Both are winners for different reasons, but each of their dividend ETFs has some flaws.

This ETF has rising rates protection in its DNA. Despite its name, it can thrive even if rates don't rise.
Targets higher-yielding companies with positive correlation to rising Treasury yields, which can provide protection in a rising rate environment.
Financial Services
Asset Management
2016-09-15
0.90
Market Peers





