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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

90 hedge funds and large institutions have $177M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
27
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$2.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$449K
4
LPL Financial
4
LPL Financial
California
$9.17M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.97M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
EWA
2
EP Wealth Advisors
California
$18.8M
3
SC
3
Sykon Capital
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
FWA
5
Flagship Wealth Advisors
Massachusetts
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
51
Landaas & Company
Wisconsin
$303K – – –
Truist Financial
52
Truist Financial
North Carolina
$283K +$799 +16 +0.3%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$274K – – –
Goldman Sachs
54
Goldman Sachs
New York
$266K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$263K -$43.7K -875 -14%
JWCA
56
J.W. Cole Advisors
Florida
$261K -$88.8K -1,777 -25%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$256K +$230K +4,605 +896%
PSCM
58
Per Stirling Capital Management
Texas
$248K – – –
HAS
59
HBW Advisory Services
California
$244K +$150 +3 +0.1%
CA
60
CoreCap Advisors
Michigan
$243K -$4.85K -97 -2%
CAG
61
Csenge Advisory Group
Florida
$207K +$1.17K +25 +0.6%
MWS
62
MFA Wealth Services
California
$203K -$36.3K -727 -15%
DJSG
63
D.J. St. Germain
Massachusetts
$185K – – –
WP
64
WealthShield Partners
North Carolina
$160K – – –
MA
65
Montag & Associates
Georgia
$91.9K – – –
DWM
66
Darwin Wealth Management
Florida
$88.4K – – –
GWM
67
Geneos Wealth Management
Colorado
$79.9K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$79K +$2.45K +49 +3%
IA
69
IFP Advisors
Florida
$77.8K +$399 +8 +0.5%
AF
70
Allworth Financial
California
$74.2K – – –
AF
71
Advisornet Financial
Minnesota
$73.3K +$150 +3 +0.2%
LFG
72
Larson Financial Group
Missouri
$70.4K +$7.99K +160 +13%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$46K – – –
AWM
74
AE Wealth Management
Kansas
$33.9K -$9.24K -185 -21%
CI
75
CX Institutional
Indiana
$29K +$29K +583 New
1 2
3
4