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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 %
HI
76
Harbour Investments
Wisconsin
$26K +$150 +3 +0.6%
CTA
77
Colonial Trust Advisors
South Carolina
$25.8K – – –
QCG
78
Quadrant Capital Group
Ohio
$25K – – –
GI
79
GAMMA Investing
California
$20.1K – – –
CIA
80
Cape Investment Advisory
Georgia
$18.9K – – –
Comerica Bank
81
Comerica Bank
Texas
$15K – – –
CA
82
Continuum Advisory
Idaho
$13.6K – – –
AssetMark Inc
83
AssetMark Inc
California
$13.4K +$13.4K +267 New
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$9K – – –
SWC
85
Spectrum Wealth Counsel
Indiana
$6.34K – – –
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$4.2K – – –
GEA
87
Glen Eagle Advisors
New Jersey
$4K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$3.75K – – –
HWM
89
HighMark Wealth Management
Minnesota
$1.36K – – –
RF
90
Roxbury Financial
New Jersey
$724 +$52 +1 +8%
HHGA
91
Halbert Hargrove Global Advisors
California
$4 -$4 – –
Wells Fargo
92
Wells Fargo
California
$3 -$60K -1,167 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$1.27M -24,790 Closed
SC
94
Sykon Capital
New York
– -$695K -13,528 Closed
NLWP
95
Next Level Wealth Planning
Idaho
– -$228K -4,445 Closed
EW
96
Element Wealth
Mississippi
– -$134K -2,600 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– -$48.3K -915 Closed
T
98
Transce3nd
Texas
– -$20.1K -392 Closed
AWM
99
Avior Wealth Management
Nebraska
– -$5.95K -115 Closed
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.57K -50 Closed
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