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Fidelity Dividend ETF for Rising Rates (FDRR) Institutional Ownership

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$46.36
+0.30 (+0.65%)
(As of 05/9/2024 ET)
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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)
25
Total
Institutional Inflows
(last 12 months)
$15.21M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$30.96M
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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
5/8/2024Avantax Advisory Services Inc.8,610$401K0.0%-34.2%0.076%
5/7/2024 Primoris Wealth Advisors LLC5,393$251K0.2%-38.8%0.047%
4/30/2024 Private Advisor Group LLC193,492$9.01M0.1%+4.3%1.697%
4/30/2024 J.W. Cole Advisors Inc.15,382$716K0.0%-5.6%0.135%
4/30/2024 Geneva Partners LLC85,856$4.00M1.8%-1.3%0.753%
4/29/2024Commonwealth Equity Services LLC366,719$17.07M0.0%-13.0%3.217%
4/25/2024 Cambridge Investment Research Advisors Inc.102,418$4.77M0.0%-0.8%0.898%
2/28/2024EP Wealth Advisors LLC383,209$16.83M0.2%+11.9%3.006%
2/9/2024 Cambridge Investment Research Advisors Inc.103,207$4.53M0.0%-0.6%0.809%
2/9/2024Gladstone Institutional Advisory LLC16,036$704K0.0%-3.3%0.126%
2/8/2024Summit X LLC23,549$1.03M0.3%+12.4%0.185%
2/7/2024Avantax Advisory Services Inc.13,081$574K0.0%-47.0%0.103%
2/7/2024Principal Securities Inc.8,660$380K0.0%N/A0.068%
2/6/2024 Lincoln National Corp25,579$1.12M0.0%+27.7%0.201%
2/6/2024 Private Advisor Group LLC185,432$8.14M0.1%+5.7%1.454%
2/5/2024Beck Bode LLC81,204$3.57M0.8%-7.0%0.637%
2/5/2024Stonebridge Financial Planning Group LLC19,206$843K0.5%+2.1%0.151%
2/2/2024Truist Financial Corp5,250$231K0.0%-50.4%0.041%
2/2/2024Atria Wealth Solutions Inc.68,843$3.02M0.0%-2.9%0.540%
2/1/2024Element Wealth LLC2,599$114K0.1%+11.9%0.020%
1/31/2024 J.W. Cole Advisors Inc.16,299$716K0.0%-3.0%0.128%
1/31/2024 Geneva Partners LLC86,987$3.82M2.1%-11.6%0.682%
1/31/2024 Western Wealth Management LLC5,928$260K0.0%-26.7%0.046%
1/26/2024 Geneos Wealth Management Inc.1,600$70K0.0%-17.9%0.013%
1/25/2024 180 Wealth Advisors LLC5,905$259K0.1%-11.7%0.046%
1/24/2024 Arkadios Wealth Advisors12,019$528K0.0%-2.1%0.094%
1/24/2024 Mascoma Wealth Management LLC38,865$1.71M0.5%-33.9%0.305%
1/24/2024MWA Asset Management7,290$320K0.3%-28.8%0.057%
1/22/2024 Glass Jacobson Investment Advisors llc6,025$265K0.1%-35.6%0.047%
1/18/2024 Stewart & Patten Co. LLC4,922$216K0.0%N/A0.039%
1/16/2024 Raymond James Financial Services Advisors Inc.34,285$1.51M0.0%-5.5%0.269%
1/16/2024CoreCap Advisors LLC4,937$217K0.0%-15.5%0.039%
1/10/2024 Creative Financial Designs Inc. ADV10,657$468K0.0%-7.8%0.084%
11/24/2023EP Wealth Advisors LLC342,319$13.61M0.2%-20.3%2.685%
11/20/2023Silver Oak Securities Incorporated3,366$134K0.0%N/A0.026%
11/15/2023Lido Advisors LLC49,327$1.96M0.0%-8.5%0.387%
11/13/2023LPL Financial LLC145,523$5.79M0.0%+12.2%1.141%
11/13/2023Kestra Advisory Services LLC42,759$1.70M0.0%+0.6%0.335%
11/9/2023UBS Group AG115,347$4.59M0.0%-10.7%0.905%
11/8/2023Atria Wealth Solutions Inc.70,929$2.82M0.0%-1.2%0.556%
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11/8/2023 Western Wealth Management LLC8,088$322K0.0%-14.6%0.063%
11/8/2023Avantax Advisory Services Inc.24,667$981K0.0%-66.6%0.193%
11/8/2023Stonebridge Financial Planning Group LLC18,805$748K0.5%-4.3%0.147%
11/6/2023 Sigma Planning Corp9,650$384K0.0%-6.1%0.076%
11/6/2023 Lincoln National Corp20,033$797K0.0%-2.0%0.157%
11/6/2023Summit X LLC20,946$833K0.3%-7.7%0.164%
11/3/2023 Private Advisor Group LLC175,354$6.97M0.1%-0.4%1.375%
11/2/2023Beck Bode LLC87,358$3.47M0.9%-4.9%0.685%
10/31/2023 Triumph Capital Management8,985$357K0.2%+11.5%0.070%
10/31/2023 Primoris Wealth Advisors LLC9,725$387K0.5%-16.7%0.076%
10/30/2023MWA Asset Management10,243$407K0.4%N/A0.080%
10/25/2023 Geneva Partners LLC98,385$3.91M2.6%+13.4%0.772%
10/24/2023 Raymond James Financial Services Advisors Inc.36,262$1.44M0.0%-5.8%0.284%
10/24/2023 Cambridge Investment Research Advisors Inc.103,823$4.13M0.0%+1.7%0.814%
10/23/2023Commonwealth Equity Services LLC417,910$16.62M0.0%-3.7%3.278%
10/13/2023 Mascoma Wealth Management LLC58,793$2.34M0.7%-8.8%0.461%
10/13/2023 CRA Financial Services LLC8,290$330K0.1%-5.1%0.065%
10/13/2023 Arkadios Wealth Advisors12,280$488K0.0%+28.9%0.096%
8/30/2023 Western Wealth Management LLC9,474$395K0.0%-6.2%0.074%
8/14/2023Gallagher Fiduciary Advisors LLC5,140$215K0.0%-22.8%0.040%
8/11/2023Kestra Advisory Services LLC42,484$1.77M0.0%-18.2%0.333%
8/10/2023Osaic Holdings Inc.154,218$6.42M0.0%-4.9%1.210%
8/10/2023Commonwealth Equity Services LLC433,866$18.11M0.0%-6.9%3.403%
8/10/2023Sykon Capital LLC8,119$339K0.2%N/A0.064%
8/10/2023Beck Bode LLC91,842$3.83M0.9%-6.8%0.720%
8/10/2023 Private Advisor Group LLC176,020$7.56M0.1%+1.2%1.381%
8/10/2023Cetera Advisor Networks LLC10,374$433K0.0%-3.3%0.081%
8/10/2023Cetera Investment Advisers16,118$673K0.0%+6.0%0.126%
8/10/2023Summit X LLC22,689$947K0.2%+18.3%0.178%
8/9/2023Lido Advisors LLC53,900$2.19M0.0%-19.1%0.419%
8/7/2023Element Wealth LLC2,321$97K0.1%+21.1%0.018%
8/7/2023 Lincoln National Corp20,445$853K0.0%+12.8%0.159%
8/4/2023Envestnet Asset Management Inc.27,311$1.14M0.0%+1.0%0.213%
8/3/2023Atria Wealth Solutions Inc.71,779$3.00M0.0%-6.3%0.559%
8/3/2023 Triumph Capital Management8,058$336K0.2%-7.3%0.063%
8/3/2023 Geneva Partners LLC86,763$3.62M2.4%-0.6%0.675%
8/3/2023 Primoris Wealth Advisors LLC11,673$487K0.5%-18.3%0.091%
8/3/2023 CWM LLC1,260$53K0.0%+207.3%0.010%
8/2/2023 Sigma Planning Corp10,276$429K0.0%-30.7%0.080%
8/1/2023Truist Financial Corp5,546$231K0.0%-63.0%0.043%
7/31/2023LPL Financial LLC129,671$5.41M0.0%-1.7%1.009%
7/27/2023 J.W. Cole Advisors Inc.16,874$704K0.1%-2.5%0.131%
7/26/2023 Creative Financial Designs Inc. ADV11,513$481K0.1%+4.9%0.090%
7/26/2023 Glass Jacobson Investment Advisors llc9,246$386K0.2%N/A0.072%
7/25/2023 Raymond James Financial Services Advisors Inc.38,502$1.61M0.0%-7.8%0.300%
7/25/2023 Raymond James & Associates39,134$1.63M0.0%+2.5%0.305%
7/14/2023 Integrated Advisors Network LLC13,200$551K0.0%+2.7%0.103%
7/13/2023 Cambridge Investment Research Advisors Inc.102,111$4.26M0.0%-1.7%0.795%
7/12/2023 180 Wealth Advisors LLC6,815$285K0.1%-8.8%0.053%
7/11/2023 CRA Financial Services LLC8,738$365K0.1%-10.7%0.068%
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7/6/2023 HBW Advisory Services LLC5,614$234K0.1%-11.8%0.042%
5/12/2023NewEdge Advisors LLC35,944$1.43M0.0%+83.0%0.262%
5/11/2023Commonwealth Equity Services LLC466,052$18.95M0.0%-37.7%3.402%
5/10/2023 Private Advisor Group LLC173,902$7.07M0.1%N/A1.269%
5/10/2023Summit X LLC19,173$780K0.2%N/A0.140%
5/10/2023LPL Financial LLC131,885$5.36M0.0%-19.2%0.963%
5/9/2023Atlas Wealth LLC5,240$213K0.0%-11.9%0.038%
5/8/2023 Triumph Capital Management8,694$354K0.2%+14.2%0.063%
5/8/2023 WealthShield Partners LLC3,206$130K0.0%N/A0.023%
5/8/2023 Sigma Planning Corp14,836$603K0.0%-34.7%0.108%
(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 Bank of America Corp DE ($23.36M), Ameritas Advisory Services LLC ($22.97M), Commonwealth Equity Services LLC ($17.07M), EP Wealth Advisors LLC ($16.83M), Lehman & Derafelo Financial Resources LLC ($10.50M), Private Advisor Group LLC ($9.01M), and Advisor Group Holdings Inc. ($6.63M).Learn more on FDRR's institutional investors.

Which institutional investors have been buying Fidelity Dividend ETF for Rising Rates stock?

Of the 56 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 ($368.59K), Commonwealth Equity Services LLC ($362.61K), Bank of America Corp DE ($213.62K), Private Advisor Group LLC ($200.84K), Beck Bode LLC ($192.71K), Lehman & Derafelo Financial Resources LLC ($48.38K), and Valmark Advisers Inc. ($45.98K).

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

Institutional investors have bought a total of 1,956,966 shares in the last 24 months. This purchase volume represents approximately $78.68M in transactions.

Which Fidelity Dividend ETF for Rising Rates major shareholders have been selling company stock?

Of the 48 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 ($476.47K), Mascoma Wealth Management LLC ($207.32K), Private Advisor Group LLC ($130.12K), Avantax Advisory Services Inc. ($93.95K), EP Wealth Advisors LLC ($87.06K), LPL Financial LLC ($55.55K), and Beck Bode LLC ($37.11K).

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

Institutional investors have sold a total of 1,356,740 shares in the last 24 months. This volume of shares sold represents approximately $54.29M in transactions.


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This page (NYSEARCA:FDRR) was last updated on 5/9/2024 by MarketBeat.com Staff

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