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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

88 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
28
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Charter Capital Management
Wisconsin
$7.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.13M
3
LPL Financial
3
LPL Financial
California
$12.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33M
5
KAS
5
Kestra Advisory Services
Texas
$2.97M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$39.1M
2
GS
2
GTS Securities
New York
$259K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M
4
AWS
4
Atria Wealth Solutions
New York
$1.56M
5
EWA
5
EP Wealth Advisors
California
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$39.1M 721,820 -257,330 -26%
EWA
2
EP Wealth Advisors
California
$18.9M 348,555 -28,452 -8%
LPL Financial
3
LPL Financial
California
$12.6M 233,069 +49,438 +27%
Bank of America
4
Bank of America
North Carolina
$12.4M 228,532 +5,796 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.7M 197,152 -21,833 -10%
PAG
6
Private Advisor Group
New Jersey
$9.59M 176,789 +111 +0.1%
CCM
7
Charter Capital Management
Wisconsin
$7.2M 132,714 +132,714 New
GP
8
Geneva Partners
Wisconsin
$4.73M 87,163 +2,334 +3%
Morgan Stanley
9
Morgan Stanley
New York
$4.66M 85,958 +2,895 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.14M 80,197 -32,364 -29%
UBS Group
11
UBS Group
Switzerland
$4.02M 74,200 -13,881 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$3.98M 73,469 -1,070 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.76M 69,368 -18,854 -21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.15M 58,084 -4,305 -7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.13M 57,621 +52,356 +994%
SMAM
16
Sugar Maple Asset Management
Wisconsin
$3.12M 57,449 -5,762 -9%
NA
17
NewEdge Advisors
Louisiana
$3.07M 56,680 -2,834 -5%
KAS
18
Kestra Advisory Services
Texas
$2.97M 54,693 +16,361 +43%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.26M 41,764 +2,275 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.2M 40,601 +3,710 +10%
AWS
21
Atria Wealth Solutions
New York
$1.56M 28,678 -29,469 -51%
FWA
22
Flagship Wealth Advisors
Massachusetts
$1.38M 25,437 -5,584 -18%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.33M 24,531 +19,412 +379%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.11M 20,375 +1,043 +5%
SFPG
25
Stonebridge Financial Planning Group
Florida
$974K 17,970 +340 +2%
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