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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

90 hedge funds and large institutions have $180M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
28
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.13M
2
LPL Financial
2
LPL Financial
California
$12.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33M
4
KAS
4
Kestra Advisory Services
Texas
$2.97M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$710K

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$39.1M
2
GS
2
GTS Securities
New York
$259K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M
4
AWS
4
Atria Wealth Solutions
New York
$1.56M
5
EWA
5
EP Wealth Advisors
California
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
26
Summit X LLC
Missouri
$879K -$178K -3,284 -17%
GIA
27
Gladstone Institutional Advisory
Florida
$795K – – –
IAN
28
Integrated Advisors Network
Texas
$721K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$710K +$710K +13,093 New
BBL
30
Beck Bode LLC
Massachusetts
$613K -$279K -5,145 -31%
BLC
31
Brown, Lisle/Cummings
Rhode Island
$595K -$5.42K -100 -0.9%
PAS
32
PKS Advisory Services
New York
$583K -$326 -6 -0.1%
PS
33
Principal Securities
Iowa
$561K +$7.27K +134 +1%
SC
34
Sykon Capital
New York
$526K +$526K +9,704 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$509K +$759 +14 +0.1%
JIP
36
Jaffetilchin Investment Partners
Florida
$504K -$9.98K -184 -2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$499K +$1.38K +25 +0.3%
HFA
38
High Falls Advisors
New York
$475K +$475K +8,768 New
Jane Street
39
Jane Street
New York
$471K -$218K -4,029 -32%
AAS
40
Avantax Advisory Services
Texas
$460K -$69.3K -1,277 -13%
AWA
41
Arkadios Wealth Advisors
Georgia
$414K +$27K +497 +7%
SS
42
Sunbelt Securities
Texas
$410K – – –
JWCA
43
J.W. Cole Advisors
Florida
$404K +$120K +2,215 +42%
HA
44
Herold Advisors
New York
$400K -$268K -4,940 -40%
LWM
45
LJI Wealth Management
Indiana
$396K -$27.1K -500 -6%
CFD
46
Creative Financial Designs
Indiana
$393K +$10.3K +190 +3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$393K -$91.8K -1,693 -19%
SPC
48
Sigma Planning Corp
Michigan
$381K -$1.25K -23 -0.3%
FTUS
49
Flow Traders U.S.
New York
$376K -$536K -9,892 -59%
SFG
50
Snider Financial Group
Washington
$376K – – –
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