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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mascoma Wealth Management
New Hampshire
$5.65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.17M
4
LPL Financial
4
LPL Financial
California
$3.47M
5
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$6.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KAS
2
Kestra Advisory Services
Texas
$1.32M
3
UBS Group
3
UBS Group
Switzerland
$2.81M
4
Bank of America
4
Bank of America
North Carolina
$11.7M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$415K +$2.33K +58 +0.6%
CA
27
Cambridge Advisors
Nebraska
$389K -$21.9K -546 -5%
SPC
28
Sigma Planning Corp
Michigan
$339K +$339K +8,436 New
SS
29
Sunbelt Securities
Texas
$331K +$10.3K +256 +3%
RJA
30
Raymond James & Associates
Florida
$270K – – –
F
31
F3Logic
Minnesota
$266K +$721 +18 +0.3%
FHA
32
Flagship Harbor Advisors
Massachusetts
$253K +$321 +8 +0.1%
Creative Planning
33
Creative Planning
Kansas
$221K +$221K +5,508 New
AAS
34
Avantax Advisory Services
Texas
$217K +$217K +5,420 New
SCA
35
Sage Capital Advisors
South Dakota
$201K +$201K +5,000 New
SFS
36
Sowell Financial Services
Arkansas
$144K +$9.61K +227 +7%
GWM
37
Geneos Wealth Management
Colorado
$112K – – –
HWA
38
HHM Wealth Advisors
Tennessee
$96K +$21K +519 +28%
CFGS
39
Concourse Financial Group Securities
Alabama
$46K – – –
APA
40
American Portfolios Advisors
New York
$28.1K +$161 +4 +0.6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$27K +$7.06K +177 +35%
Wells Fargo
42
Wells Fargo
California
$20K – – –
CAC
43
Certified Advisory Corp
Florida
$18K +$18K +452 New
AIC
44
Ameritas Investment Company
Nebraska
$16.7K +$16.7K +416 New
COCM
45
Charter Oak Capital Management
New Hampshire
$16K +$16K +386 New
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$7K – – –
MCC
47
Money Concepts Capital
Florida
$5K – – –
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K +$4.02K +100 New
IA
49
IFP Advisors
Florida
$3K – – –
TWA
50
TCI Wealth Advisors
Arizona
$2K +$824 +21 +70%
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2
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