FDRR icon

Fidelity Dividend ETF for Rising Rates

47 hedge funds and large institutions have $69.7M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.6M 313,918 -2,343 -0.7%
PAG
2
Private Advisor Group
New Jersey
$8.93M 242,556 +221,423 +1,048%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.41M 228,473 +4,970 +2%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$5.01M 136,126 +3,590 +3%
UBS Group
5
UBS Group
Switzerland
$3.43M 93,249 -26,939 -22%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.8M 76,119 -1,652 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2.8M 75,988 +7,752 +11%
CWG
8
Cornerstone Wealth Group
North Carolina
$2.7M 73,350 -16,244 -18%
Lido Advisors
9
Lido Advisors
California
$2.39M 64,822 -1,705 -3%
GP
10
Geneva Partners
Wisconsin
$2.36M 64,145 +2,973 +5%
KAS
11
Kestra Advisory Services
Texas
$2.24M 61,274 +24,423 +66%
LPL Financial
12
LPL Financial
California
$2.15M 58,508 +1,381 +2%
AIP
13
Ahrens Investment Partners
Louisiana
$2.14M 58,096 -4,229 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$2.03M 55,117 +18,855 +52%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.95M 52,902 -1,293 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.84M 50,035 -44,026 -47%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.5M 40,636 -34,749 -46%
GIA
18
Gladstone Institutional Advisory
Florida
$612K 16,631 -677 -4%
1WA
19
180 Wealth Advisors
Washington
$534K 14,196 -315 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$430K 11,687 -117 -1%
IAN
21
Integrated Advisors Network
Texas
$429K 11,650 +500 +4%
JWCA
22
J.W. Cole Advisors
Florida
$417K 11,341 +11,341 New
JIP
23
Jaffetilchin Investment Partners
Florida
$378K 10,278 +51 +0.5%
CA
24
Cambridge Advisors
Nebraska
$377K 10,229 +78 +0.8%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$325K 8,838 +1,815 +26%