FDRR icon

Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $67.3M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$332K -$27K -832 -8%
CA
27
Cambridge Advisors
Nebraska
$329K +$2.37K +73 +0.7%
SFS
28
Sowell Financial Services
Arkansas
$269K +$114K +3,513 +74%
SS
29
Sunbelt Securities
Texas
$267K +$4.62K +142 +2%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$240K -$5.74K -168 -2%
RJA
31
Raymond James & Associates
Florida
$220K -$196K -6,056 -47%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$184K +$60.2K +1,854 +49%
FHA
33
Flagship Harbor Advisors
Massachusetts
$184K +$96.3K +2,975 +110%
GWM
34
Geneos Wealth Management
Colorado
$79K
HWA
35
HHM Wealth Advisors
Tennessee
$60K +$390 +12 +0.7%
CAL
36
Capital Analysts LLC
Pennsylvania
$52K
CFGS
37
Concourse Financial Group Securities
Alabama
$37K -$13K -400 -26%
Wells Fargo
38
Wells Fargo
California
$19K +$2.7K +86 +17%
ASN
39
Advisory Services Network
Georgia
$17K +$17K +516 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$16K
APA
41
American Portfolios Advisors
New York
$15.3K +$4.93K +152 +48%
WCG
42
Weaver Consulting Group
California
$10K
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$6K
HI
44
Hudock Inc
Pennsylvania
$3K
FFA
45
Founders Financial Alliance
North Carolina
$3K +$3K +80 New
IA
46
IFP Advisors
Florida
$2K
BWM
47
BerganKDV Wealth Management
Minnesota
$1K +$30 +1 +3%
TWA
48
TCI Wealth Advisors
Arizona
$1K +$1K +30 New
F
49
F3Logic
Minnesota
$220 -$32 -979 -13%
JWCA
50
J.W. Cole Advisors
Florida
-$383K -12,459 Closed