Fidelity Dividend ETF for Rising Rates
FDRR
FDRR
10 hedge funds and large institutions have $13M invested in Fidelity Dividend ETF for Rising Rates in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and 3 closing their positions.
Holders
10
Holders Change
+6
Holders Change %
+150%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
–
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$0 |
| 2 |
2
Citigroup
New York
|
$0 |
| 3 |
3
Goldman Sachs
New York
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $4.18M | 157,895 | +157,895 | New |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.14M | 156,137 | +156,137 | New |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $1.56M | 56,282 | +56,282 | New |
|
|
MWM
4
Mascoma Wealth Management
Hanover,
New Hampshire
| $1.47M | 55,632 | +55,632 | New |
|
5
LPL Financial
San Diego,
California
| $923K | 34,558 | +34,558 | New |
|
|
SPC
6
Sigma Planning Corp
Ann Arbor,
Michigan
| $293K | 11,058 | +11,058 | New |
|
7
Lido Advisors
Los Angeles,
California
| $201K | 7,573 | +7,573 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $168K | 6,331 | +6,331 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $28K | 1,057 | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $5K | 200 | +200 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | – | -252,000 | Closed |
|
|
12
Citigroup
New York
| – | – | -200,000 | Closed |
|
|
13
Goldman Sachs
New York
| – | – | -140,000 | Closed |
|