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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$56.08 +0.16 (+0.29%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$56.05 -0.03 (-0.05%)
As of 07/25/2025 04:11 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)
42
Total
Institutional Inflows
(last 12 months)
$45.04M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$31.52M
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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
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%
7/22/2025 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%
5/21/2025Geneos 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%
4/25/2025 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%
4/24/2025Jaffetilchin Investment Partners LLC9,471$473K0.0%-10.3%0.089%
4/23/2025Creative Financial Designs Inc. ADV7,065$353K0.0%+16.6%0.066%
4/22/2025 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%
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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%
2/10/2025 Mascoma 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%
1/30/2025 Next Level Wealth Planning LLC4,445$228K0.2%N/A0.039%
1/29/2025Gladstone Institutional Advisory LLC16,502$848K0.0%+4.5%0.145%
1/28/2025LJI Wealth Management LLC7,804$401K0.1%-32.4%0.068%
1/27/2025Geneva 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%
1/16/2025Sugar Maple Asset Management LLC63,315$3.25M2.5%-2.6%0.555%
1/15/2025 Ameritas Advisory Services LLC987,768$50.75M1.8%+18.7%8.665%
1/15/2025Arkadios 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%
11/15/2024MML Investors Services LLC19,282$993K0.0%-6.8%0.169%
11/15/2024EP Wealth Advisors LLC415,926$21.42M0.2%+0.3%3.648%
11/15/2024Jane Street Group LLC39,761$2.05M0.0%+79.8%0.349%
11/15/2024Stifel Financial Corp12,142$625K0.0%+7.5%0.107%
11/15/2024Integrated Wealth Concepts LLC9,359$482K0.0%-5.0%0.082%
11/14/2024Flow Traders U.S. LLC49,982$2.57M0.1%+254.2%0.438%
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11/13/2024FMR LLC67,620$3.48M0.0%+16.9%0.593%
11/8/2024Darwin Wealth Management LLC1,707$88K0.0%N/A0.015%
11/7/2024Sugar 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%
10/30/2024Geneva Partners LLC83,058$4.28M1.9%-1.2%0.729%
10/28/2024Creative Financial Designs Inc. ADV5,739$296K0.0%+8.5%0.050%
10/24/2024J.W. Cole Advisors Inc.9,958$513K0.0%-2.3%0.087%
10/22/2024Private Advisor Group LLC194,964$10.04M0.1%+1.0%1.710%
10/8/2024CWM LLC5,449$281K0.0%+43.3%0.048%
(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 ($18.83M), Bank of America Corp DE ($12.11M), 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 58 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 ($55.19K), 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 872,298 shares in the last 24 months. This purchase volume represents approximately $45.04M 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), Susquehanna International Group LLP ($41.80K), Beck Bode LLC ($40.53K), EP Wealth Advisors LLC ($38.92K), Jane Street Group LLC ($33.37K), Atria Wealth Solutions Inc. ($31.89K), and Commonwealth Equity Services LLC ($21.24K).

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

Institutional investors have sold a total of 606,101 shares in the last 24 months. This volume of shares sold represents approximately $31.52M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 7/26/2025 by MarketBeat.com Staff
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