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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

57 hedge funds and large institutions have $107M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
27
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$5.35M
2
PAG
2
Private Advisor Group
New Jersey
$13.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.62M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13M
5
MWM
5
Mascoma Wealth Management
New Hampshire
$7.03M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.72M
2
UBS Group
2
UBS Group
Switzerland
$2.5M
3
Creative Planning
3
Creative Planning
Kansas
$0
4
CWG
4
Cornerstone Wealth Group
North Carolina
$2.14M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$599K +$22.4K +530 +4%
1WA
27
180 Wealth Advisors
Washington
$524K -$17.1K -398 -3%
JWCA
28
J.W. Cole Advisors
Florida
$506K +$32.6K +772 +7%
IAN
29
Integrated Advisors Network
Texas
$496K – – –
MA
30
Mutual Advisors
Nebraska
$476K +$476K +11,261 New
CAN
31
Cetera Advisor Networks
California
$471K +$471K +11,139 New
AWA
32
Arkadios Wealth Advisors
Georgia
$466K +$466K +11,050 New
JIP
33
Jaffetilchin Investment Partners
Florida
$439K +$2.49K +59 +0.6%
SPC
34
Sigma Planning Corp
Michigan
$438K +$81.6K +1,931 +23%
CA
35
Cambridge Advisors
Nebraska
$393K -$15.9K -377 -4%
SS
36
Sunbelt Securities
Texas
$349K – – –
F
37
F3Logic
Minnesota
$307K +$26.1K +617 +9%
RJA
38
Raymond James & Associates
Florida
$305K +$21.1K +500 +7%
AAS
39
Avantax Advisory Services
Texas
$278K +$50K +1,188 +22%
FHA
40
Flagship Harbor Advisors
Massachusetts
$267K +$339 +8 +0.1%
MML Investors Services
41
MML Investors Services
Massachusetts
$236K +$236K +5,590 New
DIA
42
Dana Investment Advisors
Wisconsin
$233K +$233K +5,525 New
SCA
43
Sage Capital Advisors
South Dakota
$213K – – –
SF
44
Synovus Financial
Georgia
$201K +$201K +4,754 New
GWM
45
Geneos Wealth Management
Colorado
$115K – – –
HWA
46
HHM Wealth Advisors
Tennessee
$75K -$25.8K -609 -26%
ASN
47
Advisory Services Network
Georgia
$64K +$64K +1,520 New
CFGS
48
Concourse Financial Group Securities
Alabama
$48K – – –
APA
49
American Portfolios Advisors
New York
$29.7K +$169 +4 +0.6%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
1
2
3