FDRR icon

Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

90 hedge funds and large institutions have $177M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
27
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$2.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$449K
4
LPL Financial
4
LPL Financial
California
$9.17M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.97M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
EWA
2
EP Wealth Advisors
California
$18.8M
3
SC
3
Sykon Capital
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
FWA
5
Flagship Wealth Advisors
Massachusetts
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$840K -$284K -5,688 -25%
BBL
27
Beck Bode LLC
Massachusetts
$822K -$248K -4,958 -23%
GIA
28
Gladstone Institutional Advisory
Florida
$732K -$92K -1,842 -11%
IAN
29
Integrated Advisors Network
Texas
$664K – – –
Jane Street
30
Jane Street
New York
$635K +$316K +6,319 +99%
HA
31
Herold Advisors
New York
$615K – – –
BLC
32
Brown, Lisle/Cummings
Rhode Island
$553K +$33.7K +675 +6%
PAS
33
PKS Advisory Services
New York
$537K -$2.5K -50 -0.5%
PS
34
Principal Securities
Iowa
$525K – – –
AAS
35
Avantax Advisory Services
Texas
$488K +$29.8K +596 +7%
JIP
36
Jaffetilchin Investment Partners
Florida
$473K -$54K -1,082 -10%
Stifel Financial
37
Stifel Financial
Missouri
$468K -$155K -3,101 -25%
IWC
38
Integrated Wealth Concepts
Massachusetts
$468K +$300 +6 +0.1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$449K +$37.3K +747 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$449K +$449K +8,988 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$447K +$17K +340 +4%
SS
42
Sunbelt Securities
Texas
$399K – – –
LWM
43
LJI Wealth Management
Indiana
$390K – – –
MWM
44
Mascoma Wealth Management
New Hampshire
$357K -$27.1K -543 -7%
AWA
45
Arkadios Wealth Advisors
Georgia
$356K +$1.85K +37 +0.5%
CFD
46
Creative Financial Designs
Indiana
$353K +$50.3K +1,007 +17%
SPC
47
Sigma Planning Corp
Michigan
$352K -$65.8K -1,317 -16%
SFG
48
Snider Financial Group
Washington
$346K – – –
CFB
49
Cullen/Frost Bankers
Texas
$332K -$2.35K -47 -0.7%
AWM
50
Axxcess Wealth Management
California
$319K – – –
1
2
3 4