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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

71 hedge funds and large institutions have $126M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
27
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.2M
2
RJA
2
Raymond James & Associates
Florida
$3.7M
3
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$10.5M
4
CW
4
CreativeOne Wealth
Kansas
$1.15M
5
MWM
5
Mascoma Wealth Management
New Hampshire
$9.38M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$14.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.09M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22K
4
LPL Financial
4
LPL Financial
California
$4.14M
5
CAG
5
Csenge Advisory Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$214K +$214K +4,711 New
GWM
52
Geneos Wealth Management
Colorado
$146K – – –
CA
53
CoreCap Advisors
Michigan
$129K +$129K +2,846 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$100K +$100K +2,204 New
CFGS
55
Concourse Financial Group Securities
Alabama
$51K – – –
Wells Fargo
56
Wells Fargo
California
$37K +$14.4K +318 +64%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$34K +$34K +750 New
APA
58
American Portfolios Advisors
New York
$32.3K +$136 +3 +0.4%
CCA
59
Column Capital Advisors
Indiana
$32K +$32K +698 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$31K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$26K – – –
ACA
62
Aptus Capital Advisors
Alabama
$24K +$24K +533 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$22K -$1.78M -39,774 -99%
COCM
64
Charter Oak Capital Management
New Hampshire
$16K – – –
EIP
65
Ellis Investment Partners
Pennsylvania
$9K +$44 +1 +0.5%
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$8K – – –
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.81K +$2.27K +50 +50%
MCC
68
Money Concepts Capital
Florida
$5K +$5K +112 New
IA
69
IFP Advisors
Florida
$3K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3K – – –
TWA
71
TCI Wealth Advisors
Arizona
$2K +$38 +1 +2%
CAG
72
Csenge Advisory Group
Florida
– -$390K -9,314 Closed
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
– -$228K -5,500 Closed
HWA
74
HHM Wealth Advisors
Tennessee
– -$96K -2,326 Closed
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