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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

87 hedge funds and large institutions have $170M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
38
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBL
1
Beck Bode LLC
Massachusetts
$7.44M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.8M
3
AAS
3
Ameritas Advisory Services
Nebraska
$7.38M
4
Jane Street
4
Jane Street
New York
$5.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.23M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$7.66M
2
MWM
2
Mascoma Wealth Management
New Hampshire
$8.07M
3
RJA
3
Raymond James & Associates
Florida
$1.39M
4
Lido Advisors
4
Lido Advisors
California
$2.53M
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.39M -$2.08M -53,807 -60%
CAG
27
Csenge Advisory Group
Florida
$1.3M +$36.8K +953 +3%
GM
28
GeoWealth Management
Illinois
$1.23M +$1.23M +31,817 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.08M +$305K +7,885 +39%
PWA
30
Primoris Wealth Advisors
Florida
$1.07M -$19.8K -508 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.06M +$451K +11,679 +74%
WWM
32
Western Wealth Management
Colorado
$867K +$517K +13,353 +148%
SPC
33
Sigma Planning Corp
Michigan
$797K +$181K +4,674 +29%
JWCA
34
J.W. Cole Advisors
Florida
$720K +$197K +5,096 +38%
LNC
35
Lincoln National Corp
Pennsylvania
$652K +$218K +5,643 +50%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$634K +$540K +13,994 +578%
SFPG
37
Stonebridge Financial Planning Group
Florida
$582K +$582K +15,062 New
NA
38
NewEdge Advisors
Louisiana
$552K -$17.8K -461 -3%
HA
39
Herold Advisors
New York
$524K – – –
CFD
40
Creative Financial Designs
Indiana
$489K -$1.93K -50 -0.4%
GIA
41
Gladstone Institutional Advisory
Florida
$487K -$1.66K -43 -0.3%
IAN
42
Integrated Advisors Network
Texas
$459K – – –
JIP
43
Jaffetilchin Investment Partners
Florida
$408K +$3.28K +85 +0.8%
CAN
44
Cetera Advisor Networks
California
$387K +$3.24K +84 +0.8%
CFS
45
CRA Financial Services
New Jersey
$386K +$21.3K +553 +6%
ASN
46
Advisory Services Network
Georgia
$379K +$37.7K +975 +11%
BRWA
47
B. Riley Wealth Advisors
Florida
$376K -$35K -904 -9%
1WA
48
180 Wealth Advisors
Washington
$371K -$38.2K -978 -9%
IWC
49
Integrated Wealth Concepts
Massachusetts
$369K +$309 +8 +0.1%
AWA
50
Arkadios Wealth Advisors
Georgia
$361K -$7.73K -200 -2%
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