FDRR icon

Fidelity Dividend ETF for Rising Rates

38 hedge funds and large institutions have $78.7M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+12
Holders Change %
+46.15%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$21.6M 721,801 +6,913 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.8M 495,832 +25,075 +5%
AIP
3
Ahrens Investment Partners
Louisiana
$11M 367,655 +49,931 +16%
Bank of America
4
Bank of America
North Carolina
$6.66M 222,880 +16,502 +8%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.48M 183,571 +18,258 +11%
Jane Street
6
Jane Street
New York
$3.04M 101,783 +101,783 New
MWM
7
Mascoma Wealth Management
New Hampshire
$2.75M 92,030 -3,143 -3%
FAAS
8
First Allied Advisory Services
California
$2.25M 75,480 +74,804 +11,066%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.83M 61,321 +6,427 +12%
BTS
10
BB&T Securities
Virginia
$1.66M 55,567 +44,743 +413%
LPL Financial
11
LPL Financial
California
$1.47M 49,342 -1,017 -2%
1WA
12
180 Wealth Advisors
Washington
$1.37M 45,834 -6,644 -13%
Citadel Advisors
13
Citadel Advisors
Florida
$758K 25,385 +25,385 New
Lido Advisors
14
Lido Advisors
California
$697K 23,343 +4,143 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$512K 17,150 +8,007 +88%
KSA
16
Ken Stern & Associates
California
$504K 16,872 +1,045 +7%
F
17
F3Logic
Minnesota
$435K 14,503 +14,503 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$394K 13,174 +13,174 New
GFPC
19
Global Financial Private Capital
Florida
$328K 10,974 +10,974 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$279K 9,355 +9,355 New
DWM
21
Darwin Wealth Management
Florida
$273K 9,182 +757 +9%
SPC
22
Sigma Planning Corp
Michigan
$251K 8,386 +112 +1%
UBS Group
23
UBS Group
Switzerland
$152K 5,095 +3,640 +250%
AG
24
Advisor Group
Arizona
$70K 2,340 +1,000 +75%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$53K 1,783 +1,783 New