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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 %
SXL
26
Summit X LLC
Missouri
$879K 16,211 -3,284 -17%
GIA
27
Gladstone Institutional Advisory
Florida
$795K 14,660 – –
IAN
28
Integrated Advisors Network
Texas
$721K 13,300 – –
BBL
29
Beck Bode LLC
Massachusetts
$613K 11,312 -5,145 -31%
BLC
30
Brown, Lisle/Cummings
Rhode Island
$595K 10,975 -100 -0.9%
PAS
31
PKS Advisory Services
New York
$583K 10,752 -6 -0.1%
PS
32
Principal Securities
Iowa
$561K 10,346 +134 +1%
SC
33
Sykon Capital
New York
$526K 9,704 +9,704 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$509K 9,388 +14 +0.1%
JIP
35
Jaffetilchin Investment Partners
Florida
$504K 9,287 -184 -2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$499K 9,021 +25 +0.3%
HFA
37
High Falls Advisors
New York
$475K 8,768 +8,768 New
Jane Street
38
Jane Street
New York
$471K 8,686 -4,029 -32%
AAS
39
Avantax Advisory Services
Texas
$460K 8,486 -1,277 -13%
AWA
40
Arkadios Wealth Advisors
Georgia
$414K 7,629 +497 +7%
SS
41
Sunbelt Securities
Texas
$410K 7,984 – –
JWCA
42
J.W. Cole Advisors
Florida
$404K 7,443 +2,215 +42%
HA
43
Herold Advisors
New York
$400K 7,380 -4,940 -40%
LWM
44
LJI Wealth Management
Indiana
$396K 7,304 -500 -6%
CFD
45
Creative Financial Designs
Indiana
$393K 7,255 +190 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$393K 7,251 -1,693 -19%
SPC
47
Sigma Planning Corp
Michigan
$381K 7,033 -23 -0.3%
FTUS
48
Flow Traders U.S.
New York
$376K 6,933 -9,892 -59%
SFG
49
Snider Financial Group
Washington
$376K 6,932 – –
AWM
50
Axxcess Wealth Management
California
$344K 6,336 -55 -0.9%
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