Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

$50.57

+0.45 (+0.90%)

(As of 09/13/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 26
Total Institutional Inflows (last 12 months): $14.63M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $33.13M

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FDRR Institutional Buying and Selling by Quarter

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Fidelity Dividend ETF for Rising Rates Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	26,800	$1.29M	0.0%	+3.0%	0.235%
8/21/2024	Truist Financial Corp	5,631	$272K	0.0%	+24.4%	0.049%
8/19/2024	EP Wealth Advisors LLC	414,759	$20.01M	0.2%	+3.7%	3.638%
8/16/2024	Northwestern Mutual Wealth Management Co.	5,905	$285K	0.0%	-9.2%	0.052%
8/16/2024	NewEdge Advisors LLC	74,426	$3.59M	0.0%	-0.8%	0.653%
8/16/2024	Susquehanna International Group LLP	87,638	$4.23M	0.0%	-32.3%	0.769%
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8/12/2024	Beck Bode LLC	44,424	$2.14M	0.4%	-36.7%	0.390%
8/8/2024	J.W. Cole Advisors Inc.	10,190	$492K	0.0%	-33.8%	0.089%
8/5/2024	Private Advisor Group LLC	193,094	$9.32M	0.1%	-0.2%	1.694%
8/2/2024	Larson Financial Group LLC	1,250	$60K	0.0%	N/A	0.011%
8/2/2024	Mascoma Wealth Management LLC	13,795	$666K	0.2%	-45.9%	0.121%
7/31/2024	Commonwealth Equity Services LLC	345,484	$16.67M	0.0%	-5.8%	3.031%
7/29/2024	Ameritas Advisory Services LLC	789,392	$38.09M	1.4%	+8.8%	6.924%
7/29/2024	Arkadios Wealth Advisors	9,043	$436K	0.0%	-25.0%	0.079%
7/26/2024	Cambridge Investment Research Advisors Inc.	103,019	$4.97M	0.0%	+0.6%	0.904%
7/22/2024	Atria Wealth Solutions Inc.	61,552	$2.97M	0.0%	-6.2%	0.540%
7/22/2024	Geneva Partners LLC	84,037	$4.06M	1.7%	-2.1%	0.737%
7/19/2024	Western Wealth Management LLC	4,174	$201K	0.0%	-29.8%	0.037%
7/19/2024	Raymond James & Associates	39,400	$1.90M	0.0%	+0.9%	0.346%
7/10/2024	Csenge Advisory Group	4,337	$209K	0.0%	N/A	0.038%
7/10/2024	CWM LLC	3,802	$183K	0.0%	+9.8%	0.033%
7/5/2024	HBW Advisory Services LLC	5,124	$247K	0.0%	-7.5%	0.045%
5/24/2024	Cetera Advisors LLC	19,736	$919K	0.0%	N/A	0.173%
5/22/2024	Beck Bode LLC	70,132	$3.27M	0.7%	-13.6%	0.615%
5/17/2024	Tidal Investments LLC	4,905	$228K	0.0%	N/A	0.043%
5/16/2024	Jane Street Group LLC	98,685	$4.59M	0.0%	-74.0%	0.866%
5/16/2024	Sugar Maple Asset Management LLC	65,354	$3.04M	2.9%	N/A	0.573%
5/14/2024	EP Wealth Advisors LLC	399,954	$18.62M	0.2%	+4.4%	3.508%
5/8/2024	Avantax Advisory Services Inc.	8,610	$401K	0.0%	-34.2%	0.076%
5/7/2024	Primoris Wealth Advisors LLC	5,393	$251K	0.2%	-38.8%	0.047%
4/30/2024	Private Advisor Group LLC	193,492	$9.01M	0.1%	+4.3%	1.697%
4/30/2024	J.W. Cole Advisors Inc.	15,382	$716K	0.0%	-5.6%	0.135%
4/30/2024	Geneva Partners LLC	85,856	$4.00M	1.8%	-1.3%	0.753%
4/29/2024	Commonwealth Equity Services LLC	366,719	$17.07M	0.0%	-13.0%	3.217%
4/25/2024	Cambridge Investment Research Advisors Inc.	102,418	$4.77M	0.0%	-0.8%	0.898%
2/28/2024	EP Wealth Advisors LLC	383,209	$16.83M	0.2%	+11.9%	3.006%
2/9/2024	Cambridge Investment Research Advisors Inc.	103,207	$4.53M	0.0%	-0.6%	0.809%
2/9/2024	Gladstone Institutional Advisory LLC	16,036	$704K	0.0%	-3.3%	0.126%
2/8/2024	Summit X LLC	23,549	$1.03M	0.3%	+12.4%	0.185%
2/7/2024	Avantax Advisory Services Inc.	13,081	$574K	0.0%	-47.0%	0.103%
You won’t believe what this ex-Wall Street insider discovered about the election (Ad) One ex-Wall Street insider recently combed through 64 years of election data… And he just uncovered something surprising about the presidential elections… It turns out that for the past 64 years, the stock market has soared during election seasons - regardless of whether a Democrat or Republican is elected. In other words, if you're sitting on the sidelines because you're worried about how the market will react to a Trump or Kamala win, you could be missing out on some serious profits. Learn all about it here.
2/7/2024	Principal Securities Inc.	8,660	$380K	0.0%	N/A	0.068%
2/6/2024	Lincoln National Corp	25,579	$1.12M	0.0%	+27.7%	0.201%
2/6/2024	Private Advisor Group LLC	185,432	$8.14M	0.1%	+5.7%	1.454%
2/5/2024	Beck Bode LLC	81,204	$3.57M	0.8%	-7.0%	0.637%
2/5/2024	Stonebridge Financial Planning Group LLC	19,206	$843K	0.5%	+2.1%	0.151%
2/2/2024	Truist Financial Corp	5,250	$231K	0.0%	-50.4%	0.041%
2/2/2024	Atria Wealth Solutions Inc.	68,843	$3.02M	0.0%	-2.9%	0.540%
2/1/2024	Element Wealth LLC	2,599	$114K	0.1%	+11.9%	0.020%
1/31/2024	J.W. Cole Advisors Inc.	16,299	$716K	0.0%	-3.0%	0.128%
1/31/2024	Geneva Partners LLC	86,987	$3.82M	2.1%	-11.6%	0.682%
1/31/2024	Western Wealth Management LLC	5,928	$260K	0.0%	-26.7%	0.046%
1/26/2024	Geneos Wealth Management Inc.	1,600	$70K	0.0%	-17.9%	0.013%
1/25/2024	180 Wealth Advisors LLC	5,905	$259K	0.1%	-11.7%	0.046%
1/24/2024	Arkadios Wealth Advisors	12,019	$528K	0.0%	-2.1%	0.094%
1/24/2024	Mascoma Wealth Management LLC	38,865	$1.71M	0.5%	-33.9%	0.305%
1/24/2024	MWA Asset Management	7,290	$320K	0.3%	-28.8%	0.057%
1/22/2024	Glass Jacobson Investment Advisors llc	6,025	$265K	0.1%	-35.6%	0.047%
1/18/2024	Stewart & Patten Co. LLC	4,922	$216K	0.0%	N/A	0.039%
1/16/2024	Raymond James Financial Services Advisors Inc.	34,285	$1.51M	0.0%	-5.5%	0.269%
1/16/2024	CoreCap Advisors LLC	4,937	$217K	0.0%	-15.5%	0.039%
1/10/2024	Creative Financial Designs Inc. ADV	10,657	$468K	0.0%	-7.8%	0.084%
11/24/2023	EP Wealth Advisors LLC	342,319	$13.61M	0.2%	-20.3%	2.685%
11/20/2023	Silver Oak Securities Incorporated	3,366	$134K	0.0%	N/A	0.026%
11/15/2023	Lido Advisors LLC	49,327	$1.96M	0.0%	-8.5%	0.387%
11/13/2023	LPL Financial LLC	145,523	$5.79M	0.0%	+12.2%	1.141%
11/13/2023	Kestra Advisory Services LLC	42,759	$1.70M	0.0%	+0.6%	0.335%
11/9/2023	UBS Group AG	115,347	$4.59M	0.0%	-10.7%	0.905%
11/8/2023	Atria Wealth Solutions Inc.	70,929	$2.82M	0.0%	-1.2%	0.556%
11/8/2023	Western Wealth Management LLC	8,088	$322K	0.0%	-14.6%	0.063%
11/8/2023	Avantax Advisory Services Inc.	24,667	$981K	0.0%	-66.6%	0.193%
11/8/2023	Stonebridge Financial Planning Group LLC	18,805	$748K	0.5%	-4.3%	0.147%
11/6/2023	Sigma Planning Corp	9,650	$384K	0.0%	-6.1%	0.076%
11/6/2023	Lincoln National Corp	20,033	$797K	0.0%	-2.0%	0.157%
11/6/2023	Summit X LLC	20,946	$833K	0.3%	-7.7%	0.164%
11/3/2023	Private Advisor Group LLC	175,354	$6.97M	0.1%	-0.4%	1.375%
11/2/2023	Beck Bode LLC	87,358	$3.47M	0.9%	-4.9%	0.685%
10/31/2023	Triumph Capital Management	8,985	$357K	0.2%	+11.5%	0.070%
10/31/2023	Primoris Wealth Advisors LLC	9,725	$387K	0.5%	-16.7%	0.076%
10/30/2023	MWA Asset Management	10,243	$407K	0.4%	N/A	0.080%
10/25/2023	Geneva Partners LLC	98,385	$3.91M	2.6%	+13.4%	0.772%
10/24/2023	Raymond James Financial Services Advisors Inc.	36,262	$1.44M	0.0%	-5.8%	0.284%
10/24/2023	Cambridge Investment Research Advisors Inc.	103,823	$4.13M	0.0%	+1.7%	0.814%
10/23/2023	Commonwealth Equity Services LLC	417,910	$16.62M	0.0%	-3.7%	3.278%
10/13/2023	Mascoma Wealth Management LLC	58,793	$2.34M	0.7%	-8.8%	0.461%
10/13/2023	CRA Financial Services LLC	8,290	$330K	0.1%	-5.1%	0.065%
10/13/2023	Arkadios Wealth Advisors	12,280	$488K	0.0%	+28.9%	0.096%
8/30/2023	Western Wealth Management LLC	9,474	$395K	0.0%	-6.2%	0.074%
8/14/2023	Gallagher Fiduciary Advisors LLC	5,140	$215K	0.0%	-22.8%	0.040%
8/11/2023	Kestra Advisory Services LLC	42,484	$1.77M	0.0%	-18.2%	0.333%
8/10/2023	Osaic Holdings Inc.	154,218	$6.42M	0.0%	-4.9%	1.210%
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8/10/2023	Commonwealth Equity Services LLC	433,866	$18.11M	0.0%	-6.9%	3.403%
8/10/2023	Sykon Capital LLC	8,119	$339K	0.2%	N/A	0.064%
8/10/2023	Beck Bode LLC	91,842	$3.83M	0.9%	-6.8%	0.720%
8/10/2023	Private Advisor Group LLC	176,020	$7.56M	0.1%	+1.2%	1.381%
8/10/2023	Cetera Advisor Networks LLC	10,374	$433K	0.0%	-3.3%	0.081%
8/10/2023	Cetera Investment Advisers	16,118	$673K	0.0%	+6.0%	0.126%
8/10/2023	Summit X LLC	22,689	$947K	0.2%	+18.3%	0.178%
8/9/2023	Lido Advisors LLC	53,900	$2.19M	0.0%	-19.1%	0.419%
8/7/2023	Element Wealth LLC	2,321	$97K	0.1%	+21.1%	0.018%
8/7/2023	Lincoln National Corp	20,445	$853K	0.0%	+12.8%	0.159%

(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, 70 institutional investors and hedge funds held shares of Fidelity Dividend ETF for Rising Rates. The most heavily invested institutionals were Ameritas Advisory Services LLC ($38.09M), EP Wealth Advisors LLC ($20.01M), Commonwealth Equity Services LLC ($16.67M), Lehman & Derafelo Financial Resources LLC ($10.50M), Private Advisor Group LLC ($9.32M), Advisor Group Holdings Inc. ($6.63M), and Osaic Holdings Inc. ($6.42M).Learn more on FDRR's institutional investors.
Which institutional investors have been buying Fidelity Dividend ETF for Rising Rates stock?: Of the 51 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 ($432.14K), Commonwealth Equity Services LLC ($222.81K), Private Advisor Group LLC ($199.66K), EP Wealth Advisors LLC ($72.44K), Sugar Maple Asset Management LLC ($65.35K), Lehman & Derafelo Financial Resources LLC ($31.21K), and Thrivent Financial for Lutherans ($28.60K).
How much institutional buying is happening at Fidelity Dividend ETF for Rising Rates?: Institutional investors have bought a total of 1,381,903 shares in the last 24 months. This purchase volume represents approximately $56.24M in transactions.

Which Fidelity Dividend ETF for Rising Rates major shareholders have been selling company stock?: Of the 49 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: Commonwealth Equity Services LLC ($497.70K), Jane Street Group LLC ($280.91K), Mascoma Wealth Management LLC ($135.60K), Avantax Advisory Services Inc. ($93.95K), EP Wealth Advisors LLC ($87.06K), Beck Bode LLC ($73.89K), and LPL Financial LLC ($55.55K).
How much institutional selling is happening at Fidelity Dividend ETF for Rising Rates?: Institutional investors have sold a total of 1,547,672 shares in the last 24 months. This volume of shares sold represents approximately $65.10M in transactions.