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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 Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$48.9M 979,150 -8,618 -0.9%
EWA
2
EP Wealth Advisors
California
$18.8M 377,007 -16,064 -4%
Bank of America
3
Bank of America
North Carolina
$11.1M 222,736 -12,950 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.9M 218,985 -4,240 -2%
LPL Financial
5
LPL Financial
California
$9.17M 183,631 +8,671 +5%
PAG
6
Private Advisor Group
New Jersey
$8.83M 176,678 -1,062 -0.6%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.62M 112,561 +9,144 +9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.41M 88,222 +196 +0.2%
UBS Group
9
UBS Group
Switzerland
$4.4M 88,081 -2,153 -2%
GP
10
Geneva Partners
Wisconsin
$4.24M 84,829 +2,190 +3%
Morgan Stanley
11
Morgan Stanley
New York
$4.15M 83,063 -1,934 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$3.72M 74,539 +1,523 +2%
SMAM
13
Sugar Maple Asset Management
Wisconsin
$3.16M 63,211 -104 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.12M 62,389 +241 +0.4%
NA
15
NewEdge Advisors
Louisiana
$2.97M 59,514 -9,474 -14%
AWS
16
Atria Wealth Solutions
New York
$2.9M 58,147 -1,701 -3%
GS
17
GTS Securities
New York
$2.9M 58,022 +58,022 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.97M 39,489 +7,312 +23%
KAS
19
Kestra Advisory Services
Texas
$1.91M 38,332 -9,955 -21%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.84M 36,891 +2,213 +6%
FWA
21
Flagship Wealth Advisors
Massachusetts
$1.55M 31,021 -11,643 -27%
Lido Advisors
22
Lido Advisors
California
$1.25M 25,075 -1,639 -6%
SXL
23
Summit X LLC
Missouri
$974K 19,495 +297 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$966K 19,332 -5,872 -23%
SFPG
25
Stonebridge Financial Planning Group
Florida
$881K 17,630 -74 -0.4%
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