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Fidelity Dividend ETF for Rising Rates
FDRR
FDRR
70.21
USD
-0.22
0.31%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.31%
5 days
0.98%
1 month
0.69%
3 months
4.63%
6 months
13.98%
Year to date
14.5%
1 year
22.38%
5 years
62.9%
10 years
178.06%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $4.18M | +$4.08M | +157,895 | New |
|
| 2 |
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.14M | +$4.03M | +156,137 | New |
|
| 3 |
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $1.56M | +$1.45M | +56,282 | New |
|
| 4 |
MWM
4
Mascoma Wealth Management
Hanover,
New Hampshire
| $1.47M | +$1.44M | +55,632 | New |
|
| 5 |
5
LPL Financial
San Diego,
California
| $923K | +$892K | +34,558 | New |
|
| 6 |
SPC
6
Sigma Planning Corp
Ann Arbor,
Michigan
| $293K | +$285K | +11,058 | New |
|
| 7 |
7
Lido Advisors
Los Angeles,
California
| $201K | +$195K | +7,573 | New |
|
| 8 |
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $168K | +$163K | +6,331 | New |
|
| 9 |
AG
9
Advisor Group
Phoenix,
Arizona
| $28K | – | – | – |
|
| 10 |
10
Bank of America
Charlotte,
North Carolina
| $5K | +$5.16K | +200 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$6.46M | -252,000 | Closed |
|
| 12 |
12
Citigroup
New York
| – | -$5.12M | -200,000 | Closed |
|
| 13 |
13
Goldman Sachs
New York
| – | -$3.59M | -140,000 | Closed |
|