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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

88 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.03M
3
KAS
3
Kestra Advisory Services
Texas
$2.74M
4
CA
4
Cetera Advisors
Colorado
$919K
5
LPL Financial
5
LPL Financial
California
$7.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.49K
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.21M +$461K +9,894 +61%
MWM
27
Mascoma Wealth Management
New Hampshire
$1.19M -$623K -13,377 -34%
SXL
28
Summit X LLC
Missouri
$1.05M -$43K -924 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$974K -$1.21M -25,963 -55%
CA
30
Cetera Advisors
Colorado
$919K +$919K +19,736 New
SFPG
31
Stonebridge Financial Planning Group
Florida
$883K -$10.8K -233 -1%
GIA
32
Gladstone Institutional Advisory
Florida
$747K +$47 +1 +0%
JWCA
33
J.W. Cole Advisors
Florida
$716K -$42.7K -917 -6%
IAN
34
Integrated Advisors Network
Texas
$619K – – –
Stifel Financial
35
Stifel Financial
Missouri
$583K +$58.4K +1,254 +11%
HA
36
Herold Advisors
New York
$573K – – –
AWA
37
Arkadios Wealth Advisors
Georgia
$561K +$1.86K +40 +0.3%
LWM
38
LJI Wealth Management
Indiana
$544K -$18.2K -390 -3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$520K +$62.2K +1,335 +14%
JIP
40
Jaffetilchin Investment Partners
Florida
$496K +$559 +12 +0.1%
BLC
41
Brown, Lisle/Cummings
Rhode Island
$410K +$93.1K +2,000 +29%
AAS
42
Avantax Advisory Services
Texas
$401K -$208K -4,471 -34%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$399K +$240K +5,159 +151%
PS
44
Principal Securities
Iowa
$399K -$4.42K -95 -1%
SPC
45
Sigma Planning Corp
Michigan
$381K +$381K +8,174 New
SS
46
Sunbelt Securities
Texas
$372K -$7.4K -159 -2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$303K -$20.4K -438 -6%
AWM
48
Axxcess Wealth Management
California
$298K -$1.4K -30 -0.5%
PA
49
PFG Advisors
Arizona
$284K +$419 +9 +0.1%
CAN
50
Cetera Advisor Networks
California
$279K -$44.3K -952 -14%
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