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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$58.97 +0.23 (+0.39%)
As of 10:10 AM 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)
46
Total
Institutional Inflows
(last 12 months)
$44.57M
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
9/4/2025Osaic Holdings Inc.122,308$6.63M0.0%+8.7%1.154%
8/15/2025High Falls Advisors Inc8,768$475K0.1%N/A0.083%
8/15/2025Sugar Maple Asset Management LLC57,449$3.12M2.4%-9.1%0.542%
8/15/2025MML Investors Services LLC20,375$1.11M0.0%+5.4%0.192%
8/15/2025EP Wealth Advisors LLC348,555$18.90M0.1%-7.5%3.288%
8/15/2025Bank of America Corp DE228,532$12.39M0.0%+2.6%2.156%
8/14/2025Jane Street Group LLC8,686$471K0.0%-31.7%0.082%
8/14/2025Raymond James Financial Inc.73,469$3.98M0.0%-1.4%0.693%
8/14/2025Darwin Wealth Management LLC1,741$94K0.0%N/A0.016%
8/14/2025NewEdge Advisors LLC56,680$3.07M0.0%-4.8%0.535%
8/13/2025Flow Traders U.S. LLC6,933$376K0.0%-58.8%0.065%
8/13/2025Northwestern Mutual Wealth Management Co.7,251$393K0.0%-18.9%0.068%
8/12/2025J.W. Cole Advisors Inc.7,443$404K0.0%+42.4%0.070%
8/12/2025Jaffetilchin Investment Partners LLC9,287$504K0.0%-1.9%0.088%
8/12/2025JPMorgan Chase & Co.24,531$1.33M0.0%+379.2%0.231%
8/11/2025Sykon Capital LLC9,704$526K0.2%N/A0.092%
8/8/2025Cetera Investment Advisers41,764$2.27M0.0%+5.8%0.396%
8/8/2025Beck Bode LLC11,312$613K0.1%-31.3%0.107%
8/7/2025Summit X LLC16,211$879K0.2%-16.8%0.154%
8/6/2025Stonebridge Financial Planning Group LLC17,970$974K0.4%+1.9%0.170%
8/4/2025Creative Financial Designs Inc. ADV7,255$393K0.0%+2.7%0.069%
8/4/2025Arkadios Wealth Advisors7,629$414K0.0%+7.0%0.072%
8/1/2025Envestnet Asset Management Inc.40,601$2.20M0.0%+10.1%0.385%
7/31/2025Glass Jacobson Investment Advisors llc3,934$213K0.1%-26.3%0.037%
7/31/2025LJI Wealth Management LLC7,304$396K0.1%-6.4%0.069%
7/30/2025Cullen Frost Bankers Inc.3,801$206K0.0%-42.8%0.036%
7/25/2025Atria Wealth Solutions Inc.28,678$1.56M0.0%-50.7%0.272%
7/25/2025CWM LLC57,621$3.13M0.0%+994.4%0.546%
7/22/2025Mascoma Wealth Management LLC4,665$253K0.1%-34.7%0.044%
7/21/2025Ameritas Advisory Services LLC721,820$39.14M2.0%-26.3%6.810%
7/18/2025Truist Financial Corp4,209$228K0.0%-25.7%0.040%
7/16/2025CX Institutional772$42K0.0%+32.4%0.007%
7/15/2025Charter Capital Management LLC DE132,714$7.20M4.2%N/A1.258%
7/11/2025CX Institutional772$42K0.0%+32.4%0.007%
7/2/2025 Dentgroup LLC4,282$232K0.2%N/A0.041%
7/2/2025HBW Advisory Services LLC4,613$250K0.0%-5.4%0.044%
5/21/2025Geneos Wealth Management Inc.800$40K0.0%-50.0%0.008%
5/19/2025Jane Street Group LLC12,715$635K0.0%+98.8%0.119%
5/16/2025NewEdge Advisors LLC59,514$2.97M0.0%-13.7%0.559%
5/15/2025EP Wealth Advisors LLC377,007$18.83M0.2%-4.1%3.540%
5/15/2025Beck Bode LLC16,457$822K0.2%-23.2%0.155%
5/14/2025Northwestern Mutual Wealth Management Co.8,944$447K0.0%+4.0%0.084%
5/14/2025Kestra Advisory Services LLC38,332$1.92M0.0%-20.6%0.360%
5/14/2025Flow Traders U.S. LLC16,825$840K0.0%-25.3%0.158%
5/13/2025Raymond James Financial Inc.74,539$3.72M0.0%+2.1%0.700%
5/12/2025Flagship Wealth Advisors LLC31,021$1.55M0.6%-27.3%0.291%
5/9/2025Atria Wealth Solutions Inc.58,147$2.90M0.0%-2.8%0.546%
5/7/2025LPL Financial LLC183,631$9.17M0.0%+5.0%1.724%
5/6/2025Cetera Investment Advisers39,489$1.97M0.0%+22.7%0.371%
5/6/2025Avantax Advisory Services Inc.9,763$488K0.0%+6.5%0.092%
5/5/2025Private Advisor Group LLC176,678$8.83M0.1%-0.6%1.659%
5/2/2025Summit X LLC19,495$974K0.2%+1.5%0.183%
5/2/2025Sigma Planning Corp7,056$352K0.0%-15.7%0.066%
5/1/2025CWM LLC5,265$263K0.0%-14.3%0.049%
4/30/2025Geneva Partners LLC84,829$4.24M2.2%+2.7%0.797%
4/29/2025Envestnet Asset Management Inc.36,891$1.84M0.0%+6.4%0.346%
4/25/2025Ameritas Advisory Services LLC979,150$48.91M2.0%-0.9%9.151%
4/24/2025Mascoma Wealth Management LLC7,149$357K0.1%-7.1%0.067%
4/24/2025Jaffetilchin Investment Partners LLC9,471$473K0.0%-10.3%0.089%
4/23/2025Creative Financial Designs Inc. ADV7,065$353K0.0%+16.6%0.066%
4/22/2025Brown Lisle Cummings Inc.11,075$553K0.2%+6.5%0.104%
4/17/2025MFA Wealth Services4,068$203K0.2%-15.2%0.038%
4/16/2025Wealth Enhancement Advisory Services LLC8,996$449K0.0%+9.1%0.084%
4/15/2025CX Institutional583$29K0.0%N/A0.005%
4/7/2025GAMMA Investing LLC20,130$1.01M0.0%+4,895.0%0.188%
3/17/2025Wealth 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%
2/13/2025Glass 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%
2/6/2025Snider 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%
(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, 80 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 62 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 854,592 shares in the last 24 months. This purchase volume represents approximately $44.57M 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 10/10/2025 by MarketBeat.com Staff
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