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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$68.82 -0.44 (-0.64%)
Closing price 10/23/2026 04:10 PM Eastern
Extended Trading
$68.81 -0.01 (-0.02%)
As of 10/23/2026 07:30 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)
62
Total
Institutional Inflows
(last 12 months)
$125.16M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$51.45M
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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
10/24/2026 Sigma Planning Corp6,036$412K0.0%N/A0.054%
10/21/2026 Integrated Advisors Network LLC12,850$876K0.0%-2.3%0.116%
10/19/2026 Herold Advisors Inc.10,270$700K0.1%-7.2%0.093%
10/17/2026 Brown Lisle Cummings Inc.10,150$692K0.2%-1.9%0.091%
10/17/2026 IFP Advisors Inc2,039$139K0.0%+22.2%0.018%
10/17/2026 ShoreHaven Wealth Partners LLC3,452$235K0.1%-7.9%0.031%
10/16/2026 Perryman Financial Advisory Inc. AD3,980$271K0.0%N/A0.036%
10/14/2026 MFA Wealth Services3,482$237K0.1%-7.9%0.031%
10/13/2026 Midwest Financial Network LLC50,907$3.47M2.5%+149.9%0.463%
10/2/2026 CX Institutional624$43K0.0%-56.0%0.006%
9/23/2026Envestnet Asset Management Inc.130,209$8.45M0.0%+25.3%1.184%
9/9/2026Integrated Wealth Concepts LLC9,538$619K0.0%+2.4%0.088%
9/9/2026NewEdge Advisors LLC88,964$5.77M0.0%+0.6%0.816%
9/2/2026 Brown Lisle Cummings Inc.10,350$672K0.1%-3.7%0.095%
9/2/2026Citadel Advisors LLC42,450$2.75M0.0%+93.1%0.389%
8/23/2026Ameritas Advisory Services LLC1,092,623$70.89M1.4%+52.3%10.024%
7/8/2026 Midwest Financial Network LLC20,374$1.32M0.9%+60.6%0.187%
7/6/2026 RDA Financial Network3,222$209K0.0%N/A0.030%
6/18/2026Western Wealth Management LLC3,688$217K0.0%N/A0.034%
6/4/2026 Midwest 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%
5/6/2026 Independent 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%
4/21/2026 Sugar Maple Asset Management LLC53,547$3.15M1.9%-3.0%0.491%
4/21/2026 RCS Financial Planning LLC13,782$810K0.4%N/A0.126%
4/21/2026 ADG Wealth Management Group LLC2,835$167K0.1%N/A0.026%
4/20/2026 Brown Lisle Cummings Inc.10,750$632K0.2%-2.1%0.099%
3/4/2026SHP Wealth Management1,000$61K0.0%N/A0.009%
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2/23/2026 Monetary 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%
2/16/2026 Perryman 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%
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%
2/10/2026 ShoreHaven 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%
2/5/2026 CDM 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%
2/4/2026 Mascoma 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%
1/27/2026 PFG Advisors21,768$1.33M0.1%+144.5%0.200%
1/26/2026CWM LLC92,308$5.63M0.0%+22.0%0.847%
1/23/2026 Farther Finance Advisors LLC4,864$297K0.0%N/A0.045%
1/22/2026Charter Capital Management LLC DE136,136$8.31M4.3%+1.0%1.249%
1/21/2026 Snider 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%
1/13/2026 CoreCap Advisors LLC4,606$281K0.0%-4.2%0.042%
1/1/2026JPMorgan Chase & Co.13,279$778K0.0%-45.9%0.125%
11/25/2025KERR FINANCIAL PLANNING Corp1,837$110K0.2%N/A0.017%
11/19/2025Sunbelt Securities Inc.5,474$321K0.0%-31.4%0.052%
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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%
11/17/2025 MFA 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%


FDRR Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of Fidelity Dividend ETF for Rising Rates. The most heavily invested institutionals were Ameritas Advisory Services LLC ($70.89M), 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 Envestnet Asset Management Inc. ($8.45M).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 ($1.31M), EP Wealth Advisors LLC ($311.74K), Raymond James Financial Inc. ($147.56K), Charter Capital Management LLC DE ($136.14K), LPL Financial LLC ($97.19K), CWM LLC ($87.04K), and Midwest Financial Network LLC ($50.91K).

Institutional investors have bought a total of 2,027,800 shares in the last 24 months. This purchase volume represents approximately $125.16M in transactions.

Of the 36 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 ($720.77K), Raymond James Financial Inc. ($30.90K), JPMorgan Chase & Co. ($22.50K), Commonwealth Equity Services LLC ($22.45K), Private Advisor Group LLC ($12.76K), Flagship Wealth Advisors LLC ($9.17K), and Susquehanna International Group LLP ($8.29K).

Institutional investors have sold a total of 874,911 shares in the last 24 months. This volume of shares sold represents approximately $51.45M in transactions.


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Institutional ownership data for NYSEARCA:FDRR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/24/2026. New 13F filings are added each quarter as they're published.
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