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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$52.17 +0.42 (+0.81%)
As of 01/17/2025 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)
26
Total
Institutional Inflows
(last 12 months)
$26.72M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$26.02M
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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
1/16/2025 Sugar Maple Asset Management LLC63,315$3.25M2.5%-2.6%0.555%
1/15/2025 Ameritas Advisory Services LLC987,768$50.75M1.8%+18.7%8.665%
1/15/2025 Arkadios 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%
10/30/2024 Ameritas 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%
7/29/2024 Ameritas Advisory Services LLC789,392$38.09M1.4%+8.8%6.924%
7/29/2024 Arkadios 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%
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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%
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%
2/28/2024EP Wealth Advisors LLC383,209$16.83M0.2%+11.9%3.006%
2/9/2024Cambridge Investment Research Advisors Inc.103,207$4.53M0.0%-0.6%0.809%
2/9/2024Gladstone Institutional Advisory LLC16,036$704K0.0%-3.3%0.126%
2/8/2024Summit X LLC23,549$1.03M0.3%+12.4%0.185%
2/7/2024Avantax Advisory Services Inc.13,081$574K0.0%-47.0%0.103%
2/7/2024Principal Securities Inc.8,660$380K0.0%N/A0.068%
2/6/2024Lincoln National Corp25,579$1.12M0.0%+27.7%0.201%
2/6/2024Private Advisor Group LLC185,432$8.14M0.1%+5.7%1.454%
2/5/2024Beck Bode LLC81,204$3.57M0.8%-7.0%0.637%
2/5/2024Stonebridge Financial Planning Group LLC19,206$843K0.5%+2.1%0.151%
2/2/2024Truist Financial Corp5,250$231K0.0%-50.4%0.041%
2/2/2024Atria Wealth Solutions Inc.68,843$3.02M0.0%-2.9%0.540%
2/1/2024Element Wealth LLC2,599$114K0.1%+11.9%0.020%
1/31/2024J.W. Cole Advisors Inc.16,299$716K0.0%-3.0%0.128%
1/31/2024Geneva Partners LLC86,987$3.82M2.1%-11.6%0.682%
1/31/2024Western Wealth Management LLC5,928$260K0.0%-26.7%0.046%
1/26/2024Geneos Wealth Management Inc.1,600$70K0.0%-17.9%0.013%
1/25/2024 180 Wealth Advisors LLC5,905$259K0.1%-11.7%0.046%
1/24/2024 Arkadios Wealth Advisors12,019$528K0.0%-2.1%0.094%
1/24/2024Mascoma Wealth Management LLC38,865$1.71M0.5%-33.9%0.305%
1/24/2024MWA Asset Management7,290$320K0.3%-28.8%0.057%
1/22/2024Glass Jacobson Investment Advisors llc6,025$265K0.1%-35.6%0.047%
1/18/2024Stewart & Patten Co. LLC4,922$216K0.0%N/A0.039%
1/16/2024Raymond James Financial Services Advisors Inc.34,285$1.51M0.0%-5.5%0.269%
1/16/2024CoreCap Advisors LLC4,937$217K0.0%-15.5%0.039%
1/10/2024Creative Financial Designs Inc. ADV10,657$468K0.0%-7.8%0.084%
11/24/2023EP Wealth Advisors LLC342,319$13.61M0.2%-20.3%2.685%
11/20/2023Silver Oak Securities Incorporated3,366$134K0.0%N/A0.026%
11/15/2023Lido Advisors LLC49,327$1.96M0.0%-8.5%0.387%
11/13/2023LPL Financial LLC145,523$5.79M0.0%+12.2%1.141%
11/13/2023Kestra Advisory Services LLC42,759$1.70M0.0%+0.6%0.335%
11/9/2023UBS Group AG115,347$4.59M0.0%-10.7%0.905%
11/8/2023Atria Wealth Solutions Inc.70,929$2.82M0.0%-1.2%0.556%
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11/8/2023Western Wealth Management LLC8,088$322K0.0%-14.6%0.063%
11/8/2023Avantax Advisory Services Inc.24,667$981K0.0%-66.6%0.193%
11/8/2023Stonebridge Financial Planning Group LLC18,805$748K0.5%-4.3%0.147%
11/6/2023Sigma Planning Corp9,650$384K0.0%-6.1%0.076%
11/6/2023Lincoln National Corp20,033$797K0.0%-2.0%0.157%
11/6/2023Summit X LLC20,946$833K0.3%-7.7%0.164%
11/3/2023Private Advisor Group LLC175,354$6.97M0.1%-0.4%1.375%
11/2/2023Beck Bode LLC87,358$3.47M0.9%-4.9%0.685%
10/31/2023Triumph Capital Management8,985$357K0.2%+11.5%0.070%
10/31/2023Primoris Wealth Advisors LLC9,725$387K0.5%-16.7%0.076%
(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, 75 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 ($21.42M), Commonwealth Equity Services LLC ($16.67M), Lehman & Derafelo Financial Resources LLC ($10.50M), Private Advisor Group LLC ($10.04M), Advisor Group Holdings Inc. ($6.63M), 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 51 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 ($536.68K), Commonwealth Equity Services LLC ($222.81K), Private Advisor Group LLC ($196.03K), EP Wealth Advisors LLC ($73.61K), Sugar Maple Asset Management LLC ($65.35K), Flow Traders U.S. LLC ($35.87K), and Thrivent Financial for Lutherans ($28.60K).

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

Institutional investors have bought a total of 1,429,497 shares in the last 24 months. This purchase volume represents approximately $62.31M in transactions.

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

Of the 50 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 ($280.91K), Mascoma Wealth Management LLC ($122.57K), EP Wealth Advisors LLC ($87.06K), Beck Bode LLC ($73.89K), Avantax Advisory Services Inc. ($66.40K), and LPL Financial LLC ($55.55K).

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

Institutional investors have sold a total of 1,381,489 shares in the last 24 months. This volume of shares sold represents approximately $59.40M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 1/20/2025 by MarketBeat.com Staff
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