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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

Fidelity Dividend ETF for Rising Rates logo
$55.29 +0.45 (+0.82%)
As of 07/3/2025 05:00 PM 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)
43
Total
Institutional Inflows
(last 12 months)
$35.26M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$16.12M
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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
7/2/2025 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%
4/25/2025Ameritas 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%
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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%
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%
1/27/2025Brown Lisle Cummings Inc.10,400$534K0.2%+19.5%0.091%
1/21/2025MFA Wealth Services4,795$246K0.2%N/A0.042%
1/16/2025Sugar Maple Asset Management LLC63,315$3.25M2.5%-2.6%0.555%
1/15/2025Ameritas Advisory Services LLC987,768$50.75M1.8%+18.7%8.665%
1/15/2025Arkadios Wealth Advisors7,095$365K0.0%-21.5%0.062%
1/13/2025AdvisorNet Financial Inc1,464$75K0.0%+46.0%0.013%
1/10/2025 HBW Advisory Services LLC4,875$250K0.0%-4.9%0.043%
1/10/2025Wealth 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%
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%
11/5/2024Mascoma Wealth Management LLC10,133$522K0.1%-26.5%0.089%
10/30/2024Ameritas 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%
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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%
8/22/2024Cetera Investment Advisers26,800$1.29M0.0%+3.0%0.235%
8/21/2024Truist Financial Corp5,631$272K0.0%+24.4%0.049%
8/19/2024EP Wealth Advisors LLC414,759$20.01M0.2%+3.7%3.638%
8/16/2024Northwestern Mutual Wealth Management Co.5,905$285K0.0%-9.2%0.052%
8/16/2024NewEdge Advisors LLC74,426$3.59M0.0%-0.8%0.653%
8/16/2024Susquehanna International Group LLP87,638$4.23M0.0%-32.3%0.769%
8/12/2024Beck Bode LLC44,424$2.14M0.4%-36.7%0.390%
8/8/2024J.W. Cole Advisors Inc.10,190$492K0.0%-33.8%0.089%
(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 ($48.91M), 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 Osaic Holdings Inc. ($6.42M).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), EP Wealth Advisors LLC ($73.61K), Sugar Maple Asset Management LLC ($65.35K), Flagship Wealth Advisors LLC ($42.66K), Flow Traders U.S. LLC ($35.87K), and LPL Financial LLC ($32.68K).

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

Institutional investors have bought a total of 692,462 shares in the last 24 months. This purchase volume represents approximately $35.26M 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: Susquehanna International Group LLP ($41.80K), Beck Bode LLC ($40.53K), EP Wealth Advisors LLC ($38.92K), Jane Street Group LLC ($33.37K), Commonwealth Equity Services LLC ($21.24K), Private Advisor Group LLC ($18.68K), and Mascoma Wealth Management LLC ($18.34K).

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

Institutional investors have sold a total of 323,023 shares in the last 24 months. This volume of shares sold represents approximately $16.12M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 7/5/2025 by MarketBeat.com Staff
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