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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

55 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.12M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.55M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$585K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.2M
5
UCFA
5
United Capital Financial Advisors
Texas
$27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$283K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.99M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
RJA
5
Raymond James & Associates
Florida
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$398K +$398K +11,300 New
SS
27
Sunbelt Securities
Texas
$395K -$17.4K -494 -4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$344K +$51K +1,450 +17%
CA
29
Cambridge Advisors
Nebraska
$342K +$17.2K +488 +5%
BPWA
30
Beacon Pointe Wealth Advisors
California
$339K – – –
LC
31
Lavaca Capital
Texas
$328K – – –
SPC
32
Sigma Planning Corp
Michigan
$302K +$302K +8,579 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$283K -$2.14M -60,806 -88%
Truist Financial
34
Truist Financial
North Carolina
$269K +$269K +7,633 New
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$256K -$21.1K -597 -8%
DWM
36
Darwin Wealth Management
Florida
$252K -$21.2K -600 -8%
AI
37
Atria Investments
North Carolina
$229K -$3.92K -111 -2%
SFS
38
Sowell Financial Services
Arkansas
$217K -$36.7K -1,040 -14%
CAL
39
Capital Analysts LLC
Pennsylvania
$150K +$45K +1,279 +43%
AG
40
Advisor Group
Arizona
$135K -$16K -456 -11%
AIC
41
Ameritas Investment Company
Nebraska
$85K +$175 +5 +0.2%
FHA
42
Flagship Harbor Advisors
Massachusetts
$81K – – –
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$52K – – –
BCI
44
Brinker Capital Investments
Pennsylvania
$45K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$40K +$15.3K +435 +62%
SPIA
46
Steward Partners Investment Advisory
New York
$35K – – –
ASN
47
Advisory Services Network
Georgia
$34K +$2.55K +72 +8%
WCG
48
Weaver Consulting Group
California
$32K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
FANJ
50
Financial Architects (New Jersey)
New Jersey
$18K +$18K +500 New
1
2
3