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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

51 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
18
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.49M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$1.72M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.07M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.7M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$165K
4
Citadel Advisors
4
Citadel Advisors
Florida
$977K
5
RJA
5
Raymond James & Associates
Florida
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$24.1M 754,787 +4,077 +0.5%
Bank of America
2
Bank of America
North Carolina
$11.9M 373,738 +7,312 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M 335,145 -122,134 -27%
AIP
4
Ahrens Investment Partners
Louisiana
$7.65M 239,830 -26,566 -10%
GP
5
Geneva Partners
Wisconsin
$6.38M 199,969 +23,841 +14%
UBS Group
6
UBS Group
Switzerland
$5.77M 180,847 -18,450 -9%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$5.07M 158,865 +25,579 +19%
CWG
8
Cornerstone Wealth Group
North Carolina
$4.01M 125,730 -44,156 -26%
LPL Financial
9
LPL Financial
California
$3.17M 99,396 +8,716 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.57M 80,639 +42,255 +110%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.51M 78,600 -5,271 -6%
Jane Street
12
Jane Street
New York
$2.49M 78,065 +46,126 +144%
RJA
13
Raymond James & Associates
Florida
$1.98M 61,976 -26,608 -30%
Lido Advisors
14
Lido Advisors
California
$1.88M 58,792 -283 -0.5%
LDFR
15
Lehman & Derafelo Financial Resources
Pennsylvania
$1.72M 53,073 +27,983 +112%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$1.64M 51,373 -20,218 -28%
GIA
17
Gladstone Institutional Advisory
Florida
$1.63M 50,908 -4,366 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.56M 49,010 +39,675 +425%
GWM
19
Geneos Wealth Management
Colorado
$1.33M 41,818 +957 +2%
SF
20
Synovus Financial
Georgia
$1.16M 36,280 +3,090 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$995K 31,164 +1,208 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$977K 30,614 -32,519 -52%
MML Investors Services
23
MML Investors Services
Massachusetts
$872K 27,335 +2,749 +11%
1WA
24
180 Wealth Advisors
Washington
$633K 19,801 -220 -1%
PAG
25
Private Advisor Group
New Jersey
$589K 18,453 +4,690 +34%
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