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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

58 hedge funds and large institutions have $117M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
29
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$25M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.92M
3
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$8.43M
4
AIC
4
Ameritas Investment Company
Nebraska
$989K
5
MWM
5
Mascoma Wealth Management
New Hampshire
$7.63M

Top Sellers

1
LB
1
Leo Brokerage
Texas
$499K
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
26
Leo Brokerage
Texas
$499K -$4.74M -114,630 -90%
CAN
27
Cetera Advisor Networks
California
$496K +$35.4K +857 +8%
IAN
28
Integrated Advisors Network
Texas
$490K +$4.14K +100 +0.9%
SPC
29
Sigma Planning Corp
Michigan
$490K +$61.1K +1,476 +14%
1WA
30
180 Wealth Advisors
Washington
$473K -$49.3K -1,150 -9%
AAS
31
Avantax Advisory Services
Texas
$467K +$193K +4,668 +71%
AWA
32
Arkadios Wealth Advisors
Georgia
$457K – – –
JIP
33
Jaffetilchin Investment Partners
Florida
$433K +$2.69K +65 +0.6%
IWC
34
Integrated Wealth Concepts
Massachusetts
$395K +$395K +9,540 New
CAG
35
Csenge Advisory Group
Florida
$390K +$390K +9,314 New
SS
36
Sunbelt Securities
Texas
$349K – – –
F
37
F3Logic
Minnesota
$301K +$951 +23 +0.3%
CA
38
Cambridge Advisors
Nebraska
$274K -$111K -2,687 -29%
FHA
39
Flagship Harbor Advisors
Massachusetts
$267K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$229K -$2.53K -61 -1%
DIA
41
Dana Investment Advisors
Wisconsin
$229K – – –
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$228K +$228K +5,500 New
Goldman Sachs
43
Goldman Sachs
New York
$220K +$220K +5,325 New
SCA
44
Sage Capital Advisors
South Dakota
$207K – – –
GWM
45
Geneos Wealth Management
Colorado
$134K +$21K +505 +19%
HWA
46
HHM Wealth Advisors
Tennessee
$96K +$23K +558 +32%
CFGS
47
Concourse Financial Group Securities
Alabama
$47K – – –
APA
48
American Portfolios Advisors
New York
$29.3K +$207 +5 +0.7%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$23K +$23K +566 New
1
2
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