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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$10.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.05M
3
LPL Financial
3
LPL Financial
California
$6.57M
4
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$10.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
Bank of America
2
Bank of America
North Carolina
$16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
51
Sunbelt Securities
Texas
$298K – – –
CAG
52
Csenge Advisory Group
Florida
$286K -$904K -25,486 -76%
1WA
53
180 Wealth Advisors
Washington
$276K -$60.8K -1,715 -18%
TCM
54
Triumph Capital Management
Colorado
$264K +$264K +7,455 New
F
55
F3Logic
Minnesota
$255K +$813 +23 +0.3%
HAS
56
HBW Advisory Services
California
$248K +$248K +7,003 New
BFP
57
Briaud Financial Planning
Texas
$240K – – –
BLC
58
Brown, Lisle/Cummings
Rhode Island
$231K +$5.32K +150 +2%
AWM
59
Axxcess Wealth Management
California
$228K – – –
FHA
60
Flagship Harbor Advisors
Massachusetts
$227K +$354 +10 +0.2%
SOS
61
Silver Oak Securities
Tennessee
$134K +$134K +3,366 New
EW
62
Element Wealth
Mississippi
$87K +$46.3K +1,301 +114%
GWM
63
Geneos Wealth Management
Colorado
$78K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$77K – – –
IA
65
IFP Advisors
Florida
$66K +$4.48K +142 +7%
HNWAG
66
High Net Worth Advisory Group
Florida
$50K +$320 +9 +0.6%
CFGS
67
Concourse Financial Group Securities
Alabama
$40K – – –
AF
68
Advisornet Financial
Minnesota
$36K +$9.26K +258 +35%
APA
69
American Portfolios Advisors
New York
$25.8K +$177 +5 +0.7%
HI
70
Harbour Investments
Wisconsin
$22K – – –
CCA
71
Column Capital Advisors
Indiana
$21K -$3.43K -98 -14%
Wells Fargo
72
Wells Fargo
California
$18K – – –
RIA
73
Realta Investment Advisors
Delaware
$13K +$13K +365 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$7K -$3.5K -100 -33%
EIP
75
Ellis Investment Partners
Pennsylvania
$7K +$34 +1 +0.5%
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