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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$57.30 -0.19 (-0.33%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$57.30 0.00 (0.00%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
45
Total
Institutional Inflows
(last 12 months)
$44.13M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$29.84M
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Skip Chart & View Institutional Buying and Selling Data

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
8/15/2025 High Falls Advisors Inc8,768$475K0.1%N/A0.083%
8/15/2025 Sugar Maple Asset Management LLC57,449$3.12M2.4%-9.1%0.542%
8/15/2025 MML Investors Services LLC20,375$1.11M0.0%+5.4%0.192%
8/15/2025 EP Wealth Advisors LLC348,555$18.90M0.1%-7.5%3.288%
8/15/2025 Bank of America Corp DE228,532$12.39M0.0%+2.6%2.156%
8/14/2025 Jane Street Group LLC8,686$471K0.0%-31.7%0.082%
8/14/2025 Raymond James Financial Inc.73,469$3.98M0.0%-1.4%0.693%
8/14/2025 Darwin Wealth Management LLC1,741$94K0.0%N/A0.016%
8/14/2025 NewEdge Advisors LLC56,680$3.07M0.0%-4.8%0.535%
8/13/2025 Flow Traders U.S. LLC6,933$376K0.0%-58.8%0.065%
8/13/2025 Northwestern Mutual Wealth Management Co.7,251$393K0.0%-18.9%0.068%
8/12/2025 J.W. Cole Advisors Inc.7,443$404K0.0%+42.4%0.070%
8/12/2025 Jaffetilchin Investment Partners LLC9,287$504K0.0%-1.9%0.088%
8/12/2025 JPMorgan Chase & Co.24,531$1.33M0.0%+379.2%0.231%
8/11/2025 Sykon Capital LLC9,704$526K0.2%N/A0.092%
8/8/2025 Cetera Investment Advisers41,764$2.27M0.0%+5.8%0.396%
8/8/2025 Beck Bode LLC11,312$613K0.1%-31.3%0.107%
8/7/2025 Summit X LLC16,211$879K0.2%-16.8%0.154%
8/6/2025 Stonebridge Financial Planning Group LLC17,970$974K0.4%+1.9%0.170%
8/4/2025 Creative Financial Designs Inc. ADV7,255$393K0.0%+2.7%0.069%
8/4/2025 Arkadios Wealth Advisors7,629$414K0.0%+7.0%0.072%
8/1/2025 Envestnet Asset Management Inc.40,601$2.20M0.0%+10.1%0.385%
7/31/2025 Glass Jacobson Investment Advisors llc3,934$213K0.1%-26.3%0.037%
7/31/2025 LJI Wealth Management LLC7,304$396K0.1%-6.4%0.069%
7/30/2025 Cullen Frost Bankers Inc.3,801$206K0.0%-42.8%0.036%
7/25/2025 Atria Wealth Solutions Inc.28,678$1.56M0.0%-50.7%0.272%
7/25/2025 CWM LLC57,621$3.13M0.0%+994.4%0.546%
7/22/2025 Mascoma Wealth Management LLC4,665$253K0.1%-34.7%0.044%
7/21/2025 Ameritas Advisory Services LLC721,820$39.14M2.0%-26.3%6.810%
7/18/2025 Truist Financial Corp4,209$228K0.0%-25.7%0.040%
7/16/2025 CX Institutional772$42K0.0%+32.4%0.007%
7/15/2025 Charter Capital Management LLC DE132,714$7.20M4.2%N/A1.258%
7/11/2025 CX Institutional772$42K0.0%+32.4%0.007%
7/2/2025 Dentgroup LLC4,282$232K0.2%N/A0.041%
7/2/2025 HBW Advisory Services LLC4,613$250K0.0%-5.4%0.044%
5/21/2025 Geneos Wealth Management Inc.800$40K0.0%-50.0%0.008%
5/19/2025 Jane Street Group LLC12,715$635K0.0%+98.8%0.119%
5/16/2025 NewEdge Advisors LLC59,514$2.97M0.0%-13.7%0.559%
5/15/2025 EP Wealth Advisors LLC377,007$18.83M0.2%-4.1%3.540%
5/15/2025 Beck Bode LLC16,457$822K0.2%-23.2%0.155%
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5/14/2025 Northwestern Mutual Wealth Management Co.8,944$447K0.0%+4.0%0.084%
5/14/2025 Kestra Advisory Services LLC38,332$1.92M0.0%-20.6%0.360%
5/14/2025 Flow Traders U.S. LLC16,825$840K0.0%-25.3%0.158%
5/13/2025 Raymond James Financial Inc.74,539$3.72M0.0%+2.1%0.700%
5/12/2025 Flagship Wealth Advisors LLC31,021$1.55M0.6%-27.3%0.291%
5/9/2025 Atria Wealth Solutions Inc.58,147$2.90M0.0%-2.8%0.546%
5/7/2025 LPL Financial LLC183,631$9.17M0.0%+5.0%1.724%
5/6/2025 Cetera Investment Advisers39,489$1.97M0.0%+22.7%0.371%
5/6/2025 Avantax Advisory Services Inc.9,763$488K0.0%+6.5%0.092%
5/5/2025 Private Advisor Group LLC176,678$8.83M0.1%-0.6%1.659%
5/2/2025 Summit X LLC19,495$974K0.2%+1.5%0.183%
5/2/2025 Sigma Planning Corp7,056$352K0.0%-15.7%0.066%
5/1/2025 CWM LLC5,265$263K0.0%-14.3%0.049%
4/30/2025 Geneva Partners LLC84,829$4.24M2.2%+2.7%0.797%
4/29/2025 Envestnet Asset Management Inc.36,891$1.84M0.0%+6.4%0.346%
4/25/2025 Ameritas Advisory Services LLC979,150$48.91M2.0%-0.9%9.151%
4/24/2025 Mascoma Wealth Management LLC7,149$357K0.1%-7.1%0.067%
4/24/2025 Jaffetilchin Investment Partners LLC9,471$473K0.0%-10.3%0.089%
4/23/2025 Creative Financial Designs Inc. ADV7,065$353K0.0%+16.6%0.066%
4/22/2025 Brown Lisle Cummings Inc.11,075$553K0.2%+6.5%0.104%
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%
2/18/2025 Stonebridge Financial Planning Group LLC17,704$910K0.4%-7.4%0.155%
2/17/2025 EP Wealth Advisors LLC393,071$20.20M0.2%-5.5%3.448%
2/17/2025 Cetera Investment Advisers32,177$1.65M0.0%+11.7%0.282%
2/17/2025 Beck Bode LLC21,415$1.10M0.2%-31.5%0.188%
2/17/2025 Bank of America Corp DE235,686$12.11M0.0%-5.8%2.067%
2/14/2025 Jane Street Group LLC6,396$329K0.0%-83.9%0.056%
2/14/2025 Lido Advisors LLC26,714$1.37M0.0%-5.3%0.234%
2/14/2025 Stifel Financial Corp12,477$641K0.0%+2.8%0.109%
2/14/2025 MML Investors Services LLC25,204$1.30M0.0%+30.7%0.221%
2/13/2025 NewEdge 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%
2/13/2025 Jaffetilchin Investment Partners LLC10,553$542K0.0%-1.9%0.093%
2/13/2025 Raymond James Financial Inc.73,016$3.75M0.0%N/A0.640%
2/13/2025 Envestnet Asset Management Inc.34,678$1.78M0.0%-0.9%0.304%
2/13/2025 Wells Fargo & Company MN1,167$60K0.0%+570.7%0.010%
2/12/2025 PKS Advisory Services LLC10,808$555K0.1%N/A0.095%
2/11/2025 LPL Financial LLC174,960$8.99M0.0%+4.9%1.535%
2/11/2025 Sykon Capital LLC13,528$695K0.2%N/A0.119%
2/10/2025 Flagship Wealth Advisors LLC42,664$2.19M1.3%N/A0.374%
2/10/2025 Creative Financial Designs Inc. ADV6,058$311K0.0%+5.6%0.053%
2/10/2025 Commonwealth Equity Services LLC223,225$11.47M0.0%+2.0%1.958%
2/10/2025 Mascoma Wealth Management LLC7,692$395K0.1%-24.1%0.067%
2/10/2025 Avantax Advisory Services Inc.9,167$471K0.0%-16.5%0.080%
2/7/2025 Summit X LLC19,198$986K0.2%-14.9%0.168%
2/7/2025 Wealthfront Advisers LLC4,307$221K0.0%N/A0.038%
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2/6/2025 Raymond James Financial Inc.73,016$3.75M0.0%N/A0.640%
2/6/2025 Cullen Frost Bankers Inc.6,696$344K0.0%+101.9%0.059%
2/6/2025 Snider Financial Group6,932$356K0.1%N/A0.061%
2/3/2025 Sigma Planning Corp8,373$430K0.0%+23.8%0.073%
2/3/2025 Private Advisor Group LLC177,740$9.13M0.1%-8.8%1.559%
1/31/2025 Atria Wealth Solutions Inc.59,848$3.08M0.0%-1.2%0.525%
1/31/2025 J.W. Cole Advisors Inc.7,005$360K0.0%-29.7%0.061%
1/30/2025 Next Level Wealth Planning LLC4,445$228K0.2%N/A0.039%
1/29/2025 Gladstone Institutional Advisory LLC16,502$848K0.0%+4.5%0.145%
1/28/2025 LJI Wealth Management LLC7,804$401K0.1%-32.4%0.068%
(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, 79 institutional investors and hedge funds held shares of Fidelity Dividend ETF for Rising Rates. The most heavily invested institutionals were Ameritas Advisory Services LLC ($39.14M), EP Wealth Advisors LLC ($18.90M), Bank of America Corp DE ($12.39M), Commonwealth Equity Services LLC ($11.47M), LPL Financial LLC ($9.17M), Private Advisor Group LLC ($8.83M), and Charter Capital Management LLC DE ($7.20M).Learn more on Fidelity Dividend ETF for Rising Rates' institutional investors.

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

Of the 61 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 ($261.93K), Raymond James Financial Inc. ($147.56K), Charter Capital Management LLC DE ($132.71K), EP Wealth Advisors LLC ($73.61K), Sugar Maple Asset Management LLC ($65.35K), CWM LLC ($54.34K), and Flagship Wealth Advisors LLC ($42.66K).

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

Institutional investors have bought a total of 846,492 shares in the last 24 months. This purchase volume represents approximately $44.13M in transactions.

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

Of the 35 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: Ameritas Advisory Services LLC ($265.95K), EP Wealth Advisors LLC ($67.37K), Jane Street Group LLC ($37.39K), Atria Wealth Solutions Inc. ($31.89K), Beck Bode LLC ($19.97K), Private Advisor Group LLC ($18.29K), and Flow Traders U.S. LLC ($15.58K).

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

Institutional investors have sold a total of 562,925 shares in the last 24 months. This volume of shares sold represents approximately $29.84M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 8/31/2025 by MarketBeat.com Staff
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