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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$65.73 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$65.65 -0.08 (-0.12%)
As of 07/2/2026 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 Massive. 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)
63
Total
Institutional Inflows
(last 12 months)
$109.28M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$70.88M
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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
6/18/2026Western Wealth Management LLC3,688$217K0.0%N/A0.034%
6/4/2026Midwest Financial Network LLC12,688$746K0.6%N/A0.116%
6/3/2026NewEdge Advisors LLC88,431$5.20M0.0%+2.3%0.811%
6/1/2026Flagship Wealth Advisors LLC22,966$1.25M0.5%+41.2%0.211%
5/19/2026Western Wealth Management LLC3,688$217K0.0%N/A0.034%
5/19/2026Bank of America Corp DE245,919$14.46M0.0%-0.5%2.256%
5/18/2026Sunbelt Securities Inc.12,501$735K0.0%+128.4%0.115%
5/18/2026Royal Bank of Canada2,389$140K0.0%+17.7%0.022%
5/14/2026MWA Asset Management918$54K0.0%N/A0.008%
5/14/2026Lido Advisors LLC29,765$1.75M0.0%-4.6%0.273%
5/13/2026Cetera Investment Advisers76,802$4.52M0.0%+23.9%0.705%
5/8/2026MWA Asset Management918$54K0.0%N/A0.008%
5/6/2026Independent Financial Group LLC5,337$314K0.0%N/A0.049%
5/1/2026Fifth Third Bancorp901$53K0.0%N/A0.008%
4/30/2026Kestra Advisory Services LLC66,941$3.94M0.0%+32.0%0.614%
4/29/2026Geneva Partners LLC83,902$4.93M2.4%-7.5%0.770%
4/27/2026Private Advisor Group LLC169,275$9.95M0.0%+1.8%1.553%
4/21/2026Sugar Maple Asset Management LLC53,547$3.15M1.9%-3.0%0.491%
4/21/2026RCS Financial Planning LLC13,782$810K0.4%N/A0.126%
4/21/2026ADG Wealth Management Group LLC2,835$167K0.1%N/A0.026%
4/20/2026Brown Lisle Cummings Inc.10,750$632K0.2%-2.1%0.099%
3/4/2026SHP Wealth Management1,000$61K0.0%N/A0.009%
2/23/2026Monetary Solutions Ltd1,191$73K0.1%N/A0.011%
2/19/2026Birchwood Financial Partners Inc.429$26K0.0%N/A0.004%
2/18/2026High Falls Advisors Inc6,077$371K0.1%+37.9%0.056%
2/18/2026EP Wealth Advisors LLC310,577$18.95M0.1%N/A2.849%
2/18/2026NewEdge Advisors LLC86,452$5.28M0.0%-3.0%0.793%
2/17/2026Cetera Investment Advisers61,997$3.78M0.0%+14.7%0.569%
2/17/2026Equitable Holdings Inc.3,640$222K0.0%N/A0.033%
2/17/2026Osaic Holdings Inc.118,878$7.26M0.0%+2.9%1.091%
2/17/2026Private Advisor Group LLC166,291$10.15M0.0%-7.1%1.526%
2/17/2026&PARTNERS12,813$844K0.0%N/A0.118%
2/17/2026Royal Bank of Canada2,029$124K0.0%-69.0%0.019%
2/16/2026Perryman Financial Advisory Inc. AD4,764$291K0.0%N/A0.044%
2/16/2026MML Investors Services LLC20,782$1.27M0.0%+15.9%0.191%
2/16/2026Arax Advisory Partners16,061$980K0.0%N/A0.147%
2/13/2026Kestra Advisory Services LLC50,724$3.10M0.0%+48.7%0.465%
2/13/2026Integrated Wealth Concepts LLC9,174$560K0.0%-2.3%0.084%
2/13/2026Wells Fargo & Company MN1,101$67K0.0%+990.1%0.010%
2/12/2026Jane Street Group LLC6,371$389K0.0%+73.6%0.058%
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2/12/2026Commonwealth Equity Services LLC170,727$10.42M0.0%-11.6%1.566%
2/11/2026LPL Financial LLC347,319$21.19M0.0%+30.1%3.186%
2/11/2026O Shaughnessy Asset Management LLC416$25K0.0%N/A0.004%
2/11/2026Flagship Wealth Advisors LLC16,267$993K0.3%-20.4%0.149%
2/11/2026J.W. Cole Advisors Inc.9,362$571K0.0%-5.9%0.086%
2/10/2026ShoreHaven Wealth Partners LLC3,912$239K0.1%N/A0.036%
2/10/2026Northwestern Mutual Wealth Management Co.7,938$484K0.0%-8.7%0.073%
2/9/2026Flputnam Investment Management Co.3,591$219K0.0%N/A0.033%
2/9/2026Beck Bode LLC9,014$550K0.1%-4.3%0.083%
2/6/2026Creative Financial Designs Inc. ADV31,086$1.90M0.1%+30.8%0.285%
2/6/2026Larson Financial Group LLC2,766$169K0.0%+80.8%0.025%
2/5/2026CDM Financial Counseling Services Inc.8,100$494K0.5%N/A0.074%
2/5/2026Northwestern Mutual Wealth Management Co.48,393$2.95M0.0%+456.5%0.444%
2/4/2026Ameritas Advisory Services LLC742,252$45.29M1.7%+70,725.6%6.810%
2/4/2026Mascoma Wealth Management LLC4,438$271K0.1%-5.1%0.041%
2/4/2026Nwam LLC4,004$247K0.0%-21.1%0.037%
2/3/2026LJI Wealth Management LLC6,678$407K0.1%-2.9%0.061%
2/3/2026Geneva Partners LLC90,742$5.54M2.0%+1.8%0.832%
1/29/2026UBS Group AG66,334$4.05M0.0%-4.2%0.609%
1/28/2026Dentgroup LLC4,169$254K0.2%N/A0.038%
1/27/2026PFG Advisors21,768$1.33M0.1%+144.5%0.200%
1/26/2026CWM LLC92,308$5.63M0.0%+22.0%0.847%
1/23/2026Farther Finance Advisors LLC4,864$297K0.0%N/A0.045%
1/22/2026Charter Capital Management LLC DE136,136$8.31M4.3%+1.0%1.249%
1/21/2026Snider Financial Group6,245$381K0.1%-9.9%0.057%
1/21/2026Landaas & Co. WI ADV3,660$223K0.0%-39.6%0.034%
1/21/2026Flagship Harbor Advisors LLC804$49K0.0%N/A0.007%
1/15/2026Jaffetilchin Investment Partners LLC14,795$903K0.1%+59.6%0.136%
1/13/2026CoreCap Advisors LLC4,606$281K0.0%-4.2%0.042%
1/1/2026JPMorgan Chase & Co.13,279$778K0.0%-45.9%0.125%
11/25/2025 KERR FINANCIAL PLANNING Corp1,837$110K0.2%N/A0.017%
11/19/2025Sunbelt Securities Inc.5,474$321K0.0%-31.4%0.052%
11/18/2025Advisory Services Network LLC1,346$79K0.0%N/A0.013%
11/18/2025Stonebridge Financial Planning Group LLC18,445$1.08M0.4%+2.6%0.174%
11/17/2025NewEdge Advisors LLC89,171$5.23M0.0%+57.3%0.841%
11/17/2025Susquehanna International Group LLP4,802$281K0.0%-63.3%0.045%
11/17/2025Northwestern Mutual Wealth Management Co.8,696$510K0.0%+19.9%0.082%
11/17/2025MFA Wealth Services3,775$221K0.2%-6.2%0.036%
11/17/2025Lido Advisors LLC31,186$1.83M0.0%N/A0.294%
11/17/2025High Falls Advisors Inc4,408$258K0.1%-49.7%0.042%
11/17/2025Bank of America Corp DE231,306$13.56M0.0%+1.2%2.182%
11/14/2025Creative Planning4,597$269K0.0%N/A0.043%
11/14/2025Raymond James Financial Inc.42,565$2.50M0.0%-42.1%0.402%
11/13/2025UBS Group AG69,224$4.06M0.0%-6.7%0.653%
11/13/2025Private Advisor Group LLC179,052$10.50M0.1%+1.3%1.689%
11/13/2025PFG Advisors8,902$522K0.0%N/A0.084%
11/12/2025Geneva Partners LLC89,103$5.22M1.9%+2.2%0.841%
11/12/2025PKS Advisory Services LLC9,713$601K0.1%-9.7%0.092%
11/12/2025Creative Financial Designs Inc. ADV23,765$1.39M0.1%+227.6%0.224%
11/7/2025JPMorgan Chase & Co.13,279$778K0.0%-45.9%0.125%
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11/6/2025Ameritas Advisory Services LLC1,048$61K0.0%-99.9%0.010%
11/5/2025J.W. Cole Advisors Inc.9,951$583K0.0%+33.7%0.094%
11/5/2025Envestnet Asset Management Inc.49,130$2.88M0.0%+21.0%0.463%
11/4/2025Cornerstone Planning Group LLC820$49K0.0%N/A0.008%
11/4/2025Mutual Advisors LLC7,574$447K0.0%N/A0.071%
11/3/2025AE Wealth Management LLC488$29K0.0%-41.1%0.005%
10/31/2025Cullen Frost Bankers Inc.3,403$199K0.0%-10.5%0.032%
10/30/2025Flagship Wealth Advisors LLC20,445$1.20M0.4%-19.6%0.193%
10/30/2025Naples Global Advisors LLC5,562$326K0.0%N/A0.052%
10/29/2025Sugar Maple Asset Management LLC55,299$3.24M2.3%-3.7%0.522%


FDRR Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of Fidelity Dividend ETF for Rising Rates. The most heavily invested institutionals were Ameritas Advisory Services LLC ($45.29M), LPL Financial LLC ($21.19M), EP Wealth Advisors LLC ($18.95M), Bank of America Corp DE ($14.46M), Commonwealth Equity Services LLC ($10.42M), Private Advisor Group LLC ($9.95M), and Charter Capital Management LLC DE ($8.31M).Learn more on Fidelity Dividend ETF for Rising Rates' institutional investors.

Of the 86 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 ($1.00M), EP Wealth Advisors LLC ($326.55K), Raymond James Financial Inc. ($147.56K), Charter Capital Management LLC DE ($136.14K), LPL Financial LLC ($97.19K), CWM LLC ($89.03K), and Flagship Wealth Advisors LLC ($49.36K).

Institutional investors have bought a total of 1,828,580 shares in the last 24 months. This purchase volume represents approximately $109.28M in transactions.

Of the 40 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 ($978.10K), Raymond James Financial Inc. ($31.97K), Atria Wealth Solutions Inc. ($29.47K), EP Wealth Advisors LLC ($28.45K), Commonwealth Equity Services LLC ($26.43K), JPMorgan Chase & Co. ($22.50K), and Private Advisor Group LLC ($12.76K).

Institutional investors have sold a total of 1,233,633 shares in the last 24 months. This volume of shares sold represents approximately $70.88M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 7/4/2026 by MarketBeat.com Staff.
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