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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$49.88 +0.20 (+0.40%)
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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)
38
Total
Institutional Inflows
(last 12 months)
$37.76M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$29.04M
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FDRR Institutional Buying and Selling by Quarter

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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
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%
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%
1/27/2025 Geneva Partners LLC82,639$4.25M1.7%-0.5%0.725%
1/27/2025 Brown 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%
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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%
11/15/2024 MML Investors Services LLC19,282$993K0.0%-6.8%0.169%
11/15/2024 EP Wealth Advisors LLC415,926$21.42M0.2%+0.3%3.648%
11/15/2024 Jane Street Group LLC39,761$2.05M0.0%+79.8%0.349%
11/15/2024 Stifel Financial Corp12,142$625K0.0%+7.5%0.107%
11/15/2024 Integrated Wealth Concepts LLC9,359$482K0.0%-5.0%0.082%
11/14/2024 Flow Traders U.S. LLC49,982$2.57M0.1%+254.2%0.438%
11/13/2024 FMR 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%
11/5/2024 Mascoma 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%
10/30/2024 Geneva Partners LLC83,058$4.28M1.9%-1.2%0.729%
10/28/2024 Creative Financial Designs Inc. ADV5,739$296K0.0%+8.5%0.050%
10/24/2024 J.W. Cole Advisors Inc.9,958$513K0.0%-2.3%0.087%
10/22/2024 Private Advisor Group LLC194,964$10.04M0.1%+1.0%1.710%
10/8/2024 CWM LLC5,449$281K0.0%+43.3%0.048%
8/22/2024 Cetera Investment Advisers26,800$1.29M0.0%+3.0%0.235%
8/21/2024 Truist Financial Corp5,631$272K0.0%+24.4%0.049%
8/19/2024 EP Wealth Advisors LLC414,759$20.01M0.2%+3.7%3.638%
8/16/2024 Northwestern Mutual Wealth Management Co.5,905$285K0.0%-9.2%0.052%
8/16/2024 NewEdge Advisors LLC74,426$3.59M0.0%-0.8%0.653%
8/16/2024 Susquehanna International Group LLP87,638$4.23M0.0%-32.3%0.769%
8/12/2024 Beck Bode LLC44,424$2.14M0.4%-36.7%0.390%
8/8/2024 J.W. Cole Advisors Inc.10,190$492K0.0%-33.8%0.089%
8/5/2024 Private Advisor Group LLC193,094$9.32M0.1%-0.2%1.694%
8/2/2024 Larson Financial Group LLC1,250$60K0.0%N/A0.011%
8/2/2024 Mascoma Wealth Management LLC13,795$666K0.2%-45.9%0.121%
7/31/2024 Commonwealth 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%
7/26/2024 Cambridge Investment Research Advisors Inc.103,019$4.97M0.0%+0.6%0.904%
7/22/2024 Atria Wealth Solutions Inc.61,552$2.97M0.0%-6.2%0.540%
7/22/2024 Geneva Partners LLC84,037$4.06M1.7%-2.1%0.737%
7/19/2024 Western Wealth Management LLC4,174$201K0.0%-29.8%0.037%
7/19/2024Raymond James & Associates39,400$1.90M0.0%+0.9%0.346%
7/10/2024 Csenge Advisory Group4,337$209K0.0%N/A0.038%
7/10/2024 CWM 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%
5/22/2024 Beck Bode LLC70,132$3.27M0.7%-13.6%0.615%
5/17/2024 Tidal Investments LLC4,905$228K0.0%N/A0.043%
5/16/2024 Jane 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%
5/14/2024 EP Wealth Advisors LLC399,954$18.62M0.2%+4.4%3.508%
5/8/2024 Avantax Advisory Services Inc.8,610$401K0.0%-34.2%0.076%
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5/7/2024 Primoris Wealth Advisors LLC5,393$251K0.2%-38.8%0.047%
4/30/2024 Private Advisor Group LLC193,492$9.01M0.1%+4.3%1.697%
4/30/2024 J.W. Cole Advisors Inc.15,382$716K0.0%-5.6%0.135%
4/30/2024 Geneva Partners LLC85,856$4.00M1.8%-1.3%0.753%
4/29/2024 Commonwealth Equity Services LLC366,719$17.07M0.0%-13.0%3.217%
4/25/2024 Cambridge Investment Research Advisors Inc.102,418$4.77M0.0%-0.8%0.898%
2/28/2024 EP Wealth Advisors LLC383,209$16.83M0.2%+11.9%3.006%
2/9/2024 Cambridge Investment Research Advisors Inc.103,207$4.53M0.0%-0.6%0.809%
2/9/2024 Gladstone Institutional Advisory LLC16,036$704K0.0%-3.3%0.126%
2/8/2024 Summit X LLC23,549$1.03M0.3%+12.4%0.185%
(Data available from 1/1/2016 forward)

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FDRR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDRR shares?

During the previous two years, 83 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 57 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 1,274,655 shares in the last 24 months. This purchase volume represents approximately $59.29M 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 1,381,598 shares in the last 24 months. This volume of shares sold represents approximately $60.75M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 3/31/2025 by MarketBeat.com Staff
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