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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$46.73 +0.30 (+0.65%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$38.81M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$29.08M
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FDRR Institutional Buying and Selling by Quarter

Fidelity Dividend ETF for Rising Rates Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 MFA Wealth Services4,068$203K0.2%-15.2%0.038%
4/16/2025 Wealth Enhancement Advisory Services LLC8,996$449K0.0%+9.1%0.084%
4/15/2025 CX Institutional583$29K0.0%N/A0.005%
4/7/2025 GAMMA Investing LLC20,130$1.01M0.0%+4,895.0%0.188%
3/17/2025 Wealth Enhancement Advisory Services LLC8,249$424K0.0%N/A0.077%
2/18/2025Stonebridge Financial Planning Group LLC17,704$910K0.4%-7.4%0.155%
2/17/2025EP Wealth Advisors LLC393,071$20.20M0.2%-5.5%3.448%
2/17/2025Cetera Investment Advisers32,177$1.65M0.0%+11.7%0.282%
2/17/2025Beck Bode LLC21,415$1.10M0.2%-31.5%0.188%
2/17/2025Bank of America Corp DE235,686$12.11M0.0%-5.8%2.067%
2/14/2025Jane Street Group LLC6,396$329K0.0%-83.9%0.056%
2/14/2025Lido Advisors LLC26,714$1.37M0.0%-5.3%0.234%
2/14/2025Stifel Financial Corp12,477$641K0.0%+2.8%0.109%
2/14/2025MML Investors Services LLC25,204$1.30M0.0%+30.7%0.221%
2/13/2025NewEdge Advisors LLC68,988$3.55M0.0%+1.2%0.605%
2/13/2025 Glass Jacobson Investment Advisors llc5,336$274K0.1%-3.8%0.047%
2/13/2025Jaffetilchin Investment Partners LLC10,553$542K0.0%-1.9%0.093%
2/13/2025Raymond James Financial Inc.73,016$3.75M0.0%N/A0.640%
2/13/2025Envestnet Asset Management Inc.34,678$1.78M0.0%-0.9%0.304%
2/13/2025Wells Fargo & Company MN1,167$60K0.0%+570.7%0.010%
2/12/2025PKS Advisory Services LLC10,808$555K0.1%N/A0.095%
2/11/2025LPL Financial LLC174,960$8.99M0.0%+4.9%1.535%
2/11/2025Sykon Capital LLC13,528$695K0.2%N/A0.119%
2/10/2025Flagship Wealth Advisors LLC42,664$2.19M1.3%N/A0.374%
2/10/2025Creative Financial Designs Inc. ADV6,058$311K0.0%+5.6%0.053%
2/10/2025Commonwealth Equity Services LLC223,225$11.47M0.0%+2.0%1.958%
2/10/2025Mascoma Wealth Management LLC7,692$395K0.1%-24.1%0.067%
2/10/2025Avantax Advisory Services Inc.9,167$471K0.0%-16.5%0.080%
2/7/2025Summit X LLC19,198$986K0.2%-14.9%0.168%
2/7/2025Wealthfront Advisers LLC4,307$221K0.0%N/A0.038%
2/6/2025Raymond James Financial Inc.73,016$3.75M0.0%N/A0.640%
2/6/2025Cullen Frost Bankers Inc.6,696$344K0.0%+101.9%0.059%
2/6/2025 Snider Financial Group6,932$356K0.1%N/A0.061%
2/3/2025Sigma Planning Corp8,373$430K0.0%+23.8%0.073%
2/3/2025Private Advisor Group LLC177,740$9.13M0.1%-8.8%1.559%
1/31/2025Atria Wealth Solutions Inc.59,848$3.08M0.0%-1.2%0.525%
1/31/2025J.W. Cole Advisors Inc.7,005$360K0.0%-29.7%0.061%
1/30/2025Next Level Wealth Planning LLC4,445$228K0.2%N/A0.039%
1/29/2025Gladstone Institutional Advisory LLC16,502$848K0.0%+4.5%0.145%
1/28/2025LJI Wealth Management LLC7,804$401K0.1%-32.4%0.068%
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1/27/2025Geneva Partners LLC82,639$4.25M1.7%-0.5%0.725%
1/27/2025Brown Lisle Cummings Inc.10,400$534K0.2%+19.5%0.091%
1/21/2025 MFA Wealth Services4,795$246K0.2%N/A0.042%
1/16/2025 Sugar Maple Asset Management LLC63,315$3.25M2.5%-2.6%0.555%
1/15/2025Ameritas Advisory Services LLC987,768$50.75M1.8%+18.7%8.665%
1/15/2025Arkadios Wealth Advisors7,095$365K0.0%-21.5%0.062%
1/13/2025 AdvisorNet Financial Inc1,464$75K0.0%+46.0%0.013%
1/10/2025 HBW Advisory Services LLC4,875$250K0.0%-4.9%0.043%
1/10/2025 Wealth Enhancement Advisory Services LLC5,676$292K0.0%N/A0.050%
11/15/2024MML Investors Services LLC19,282$993K0.0%-6.8%0.169%
11/15/2024EP Wealth Advisors LLC415,926$21.42M0.2%+0.3%3.648%
11/15/2024Jane Street Group LLC39,761$2.05M0.0%+79.8%0.349%
11/15/2024Stifel Financial Corp12,142$625K0.0%+7.5%0.107%
11/15/2024Integrated Wealth Concepts LLC9,359$482K0.0%-5.0%0.082%
11/14/2024Flow Traders U.S. LLC49,982$2.57M0.1%+254.2%0.438%
11/13/2024FMR LLC67,620$3.48M0.0%+16.9%0.593%
11/8/2024Darwin Wealth Management LLC1,707$88K0.0%N/A0.015%
11/7/2024 Sugar Maple Asset Management LLC64,987$3.35M2.9%-3.9%0.570%
11/5/2024Mascoma Wealth Management LLC10,133$522K0.1%-26.5%0.089%
10/30/2024Ameritas Advisory Services LLC832,245$42.86M1.8%+5.4%7.300%
10/30/2024Geneva Partners LLC83,058$4.28M1.9%-1.2%0.729%
10/28/2024Creative Financial Designs Inc. ADV5,739$296K0.0%+8.5%0.050%
10/24/2024J.W. Cole Advisors Inc.9,958$513K0.0%-2.3%0.087%
10/22/2024Private Advisor Group LLC194,964$10.04M0.1%+1.0%1.710%
10/8/2024CWM LLC5,449$281K0.0%+43.3%0.048%
8/22/2024Cetera Investment Advisers26,800$1.29M0.0%+3.0%0.235%
8/21/2024Truist Financial Corp5,631$272K0.0%+24.4%0.049%
8/19/2024EP Wealth Advisors LLC414,759$20.01M0.2%+3.7%3.638%
8/16/2024Northwestern Mutual Wealth Management Co.5,905$285K0.0%-9.2%0.052%
8/16/2024NewEdge Advisors LLC74,426$3.59M0.0%-0.8%0.653%
8/16/2024Susquehanna International Group LLP87,638$4.23M0.0%-32.3%0.769%
8/12/2024Beck Bode LLC44,424$2.14M0.4%-36.7%0.390%
8/8/2024J.W. Cole Advisors Inc.10,190$492K0.0%-33.8%0.089%
8/5/2024Private Advisor Group LLC193,094$9.32M0.1%-0.2%1.694%
8/2/2024Larson Financial Group LLC1,250$60K0.0%N/A0.011%
8/2/2024Mascoma Wealth Management LLC13,795$666K0.2%-45.9%0.121%
7/31/2024Commonwealth Equity Services LLC345,484$16.67M0.0%-5.8%3.031%
7/29/2024Ameritas Advisory Services LLC789,392$38.09M1.4%+8.8%6.924%
7/29/2024Arkadios Wealth Advisors9,043$436K0.0%-25.0%0.079%
7/26/2024Cambridge Investment Research Advisors Inc.103,019$4.97M0.0%+0.6%0.904%
7/22/2024Atria Wealth Solutions Inc.61,552$2.97M0.0%-6.2%0.540%
7/22/2024Geneva Partners LLC84,037$4.06M1.7%-2.1%0.737%
7/19/2024Western Wealth Management LLC4,174$201K0.0%-29.8%0.037%
7/19/2024Raymond James & Associates39,400$1.90M0.0%+0.9%0.346%
7/10/2024Csenge Advisory Group4,337$209K0.0%N/A0.038%
7/10/2024CWM LLC3,802$183K0.0%+9.8%0.033%
7/5/2024 HBW Advisory Services LLC5,124$247K0.0%-7.5%0.045%
5/24/2024Cetera Advisors LLC19,736$919K0.0%N/A0.173%
5/22/2024Beck Bode LLC70,132$3.27M0.7%-13.6%0.615%
5/17/2024Tidal Investments LLC4,905$228K0.0%N/A0.043%
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5/16/2024Jane Street Group LLC98,685$4.59M0.0%-74.0%0.866%
5/16/2024 Sugar Maple Asset Management LLC65,354$3.04M2.9%N/A0.573%
5/14/2024EP Wealth Advisors LLC399,954$18.62M0.2%+4.4%3.508%
5/8/2024Avantax Advisory Services Inc.8,610$401K0.0%-34.2%0.076%
5/7/2024Primoris Wealth Advisors LLC5,393$251K0.2%-38.8%0.047%
4/30/2024Private Advisor Group LLC193,492$9.01M0.1%+4.3%1.697%
4/30/2024J.W. Cole Advisors Inc.15,382$716K0.0%-5.6%0.135%
4/30/2024Geneva Partners LLC85,856$4.00M1.8%-1.3%0.753%
4/29/2024Commonwealth Equity Services LLC366,719$17.07M0.0%-13.0%3.217%
4/25/2024Cambridge Investment Research Advisors Inc.102,418$4.77M0.0%-0.8%0.898%
(Data available from 1/1/2016 forward)

FDRR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDRR shares?

During the previous two years, 85 institutional investors and hedge funds held shares of Fidelity Dividend ETF for Rising Rates. The most heavily invested institutionals were Ameritas Advisory Services LLC ($50.75M), EP Wealth Advisors LLC ($20.20M), Bank of America Corp DE ($12.11M), Commonwealth Equity Services LLC ($11.47M), Private Advisor Group LLC ($9.13M), LPL Financial LLC ($8.99M), and Osaic Holdings Inc. ($6.42M).Learn more on FDRR's institutional investors.

Which institutional investors have been buying Fidelity Dividend ETF for Rising Rates stock?

Of the 59 institutional investors that purchased Fidelity Dividend ETF for Rising Rates stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameritas Advisory Services LLC ($403.39K), Private Advisor Group LLC ($196.03K), Raymond James Financial Inc. ($146.03K), EP Wealth Advisors LLC ($73.61K), Sugar Maple Asset Management LLC ($65.35K), Flagship Wealth Advisors LLC ($42.66K), and Flow Traders U.S. LLC ($35.87K).

How much institutional buying is happening at Fidelity Dividend ETF for Rising Rates?

Institutional investors have bought a total of 1,295,712 shares in the last 24 months. This purchase volume represents approximately $60.34M in transactions.

Which Fidelity Dividend ETF for Rising Rates major shareholders have been selling company stock?

Of the 52 institutional investors that sold Fidelity Dividend ETF for Rising Rates stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($406.26K), Jane Street Group LLC ($314.27K), EP Wealth Advisors LLC ($109.91K), Mascoma Wealth Management LLC ($99.96K), Beck Bode LLC ($76.90K), Avantax Advisory Services Inc. ($68.21K), and Susquehanna International Group LLP ($41.80K).

How much institutional selling is happening at Fidelity Dividend ETF for Rising Rates?

Institutional investors have sold a total of 1,377,942 shares in the last 24 months. This volume of shares sold represents approximately $60.61M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 4/18/2025 by MarketBeat.com Staff
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