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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mascoma Wealth Management
New Hampshire
$5.65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.17M
4
LPL Financial
4
LPL Financial
California
$3.47M
5
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$6.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KAS
2
Kestra Advisory Services
Texas
$1.32M
3
UBS Group
3
UBS Group
Switzerland
$2.81M
4
Bank of America
4
Bank of America
North Carolina
$11.7M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
– -$2.03M -55,117 Closed
Truist Financial
52
Truist Financial
North Carolina
– -$207K -5,643 Closed
CAL
53
Capital Analysts LLC
Pennsylvania
– -$58K -1,589 Closed
GA
54
GoalVest Advisory
New York
– -$58K -1,572 Closed
ASN
55
Advisory Services Network
Georgia
– -$56K -1,517 Closed
IA
56
Inspire Advisors
Idaho
– -$19K -509 Closed
HI
57
Hudock Inc
Pennsylvania
– -$3K -106 Closed
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