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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

88 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.03M
3
KAS
3
Kestra Advisory Services
Texas
$2.74M
4
CA
4
Cetera Advisors
Colorado
$919K
5
LPL Financial
5
LPL Financial
California
$7.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.49K
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$277K +$745 +16 +0.3%
1WA
52
180 Wealth Advisors
Washington
$272K -$2.79K -60 -1%
OMC
53
Old Mission Capital
Illinois
$268K -$1.1M -23,615 -80%
CFD
54
Creative Financial Designs
Indiana
$261K -$235K -5,053 -47%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$256K -$24.9K -535 -9%
PWA
56
Primoris Wealth Advisors
Florida
$251K -$159K -3,418 -39%
Goldman Sachs
57
Goldman Sachs
New York
$248K – – –
HAS
58
HBW Advisory Services
California
$243K – – –
TI
59
Tidal Investments
Wisconsin
$228K +$228K +4,905 New
CA
60
CoreCap Advisors
Michigan
$216K -$13.6K -292 -6%
WS
61
Wedbush Securities
California
$214K – – –
Truist Financial
62
Truist Financial
North Carolina
$211K -$33.6K -722 -14%
SF
63
Synovus Financial
Georgia
$211K +$211K +4,523 New
DJSG
64
D.J. St. Germain
Massachusetts
$173K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$161K +$102K +2,188 +172%
WP
66
WealthShield Partners
North Carolina
$149K – – –
EW
67
Element Wealth
Mississippi
$121K – – –
GWM
68
Geneos Wealth Management
Colorado
$74.5K – – –
AF
69
Allworth Financial
California
$71.5K +$71.5K +1,537 New
IA
70
IFP Advisors
Florida
$68.5K +$372 +8 +0.5%
CFGS
71
Concourse Financial Group Securities
Alabama
$54.9K – – –
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$48.4K +$48.4K +1,046 New
AF
73
Advisornet Financial
Minnesota
$46.7K – – –
CTA
74
Colonial Trust Advisors
South Carolina
$24K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$24K -$8.58K -184 -26%
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