FDRR icon

Fidelity Dividend ETF for Rising Rates

84 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Sunbelt Securities
Texas
$324K
WWM
52
Western Wealth Management
Colorado
$322K -$55.1K -1,386 -15%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$299K -$40.4K -1,016 -12%
BLC
54
Brown, Lisle/Cummings
Rhode Island
$270K
1WA
55
180 Wealth Advisors
Washington
$266K -$5.17K -130 -2%
AWM
56
Axxcess Wealth Management
California
$255K
PA
57
PFG Advisors
Arizona
$242K -$7K -176 -3%
CA
58
CoreCap Advisors
Michigan
$232K +$40.3K +1,013 +21%
HAS
59
HBW Advisory Services
California
$220K -$2.86K -72 -1%
Goldman Sachs
60
Goldman Sachs
New York
$212K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$136K -$599K -14,980 -82%
SOS
62
Silver Oak Securities
Tennessee
$134K +$134K +3,366 New
WP
63
WealthShield Partners
North Carolina
$128K
Wells Fargo
64
Wells Fargo
California
$99.5K -$39.7K -999 -29%
EW
65
Element Wealth
Mississippi
$92.4K +$40 +1 +0%
IA
66
IFP Advisors
Florida
$89.2K +$318 +8 +0.4%
CTA
67
Colonial Trust Advisors
South Carolina
$84.4K
GWM
68
Geneos Wealth Management
Colorado
$77.6K
CFGS
69
Concourse Financial Group Securities
Alabama
$76.8K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$50K +$315 +8 +0.6%
AF
71
Advisornet Financial
Minnesota
$39.9K
HI
72
Harbour Investments
Wisconsin
$22.7K +$159 +4 +0.7%
AAG
73
Armstrong Advisory Group
Massachusetts
$19.6K
CCA
74
Column Capital Advisors
Indiana
$16K -$7.88K -198 -33%
CIA
75
Cape Investment Advisory
Georgia
$15.1K