Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q1 2024 (March 31)87holders
1famous investor
$46.55avg. 13F price*
At the end of Q1 2024, 87 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings. The largest holders were Ameritas Advisory Services, LLC ($33.8M), EP Wealth Advisors, LLC ($18.6M) and Commonwealth Equity Services, LLC ($17.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $987K |
| Exits | 7 | $1.3M |
Ownership 87 holders
| Ameritas Advisory Services, LLC | 1.39% | Add +39.3% | 725,841 | $33.8M |
| EP Wealth Advisors, LLC | 0.22% | Add +4.4% | 399,954 | $18.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -13.0% | 366,719 | $17.1M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 270,650 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Add +4.3% | 193,492 | $9.0M |
| LPL Financial LLC | 0.00% | Add +12.8% | 152,495 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +55.5% | 129,440 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 125,751 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.8% | 102,418 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -74.0% | 98,685 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 89,356 | $4.2M |
| UBS Group AG | 0.00% | Reduce -21.8% | 88,687 | $4.1M |
| Geneva Partners, LLC | 1.76% | Reduce -1.3% | 85,856 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +2.4% | 75,055 | $3.5M |
| Beck Bode, LLC | 0.67% | Reduce -13.6% | 70,132 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -4.7% | 65,627 | $3.1M |
| Sugar Maple Asset Management, LLC | 2.93% | — | 65,354 | $3.0M |
| FMR LLC | 0.00% | Reduce -4.0% | 62,642 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +53.9% | 58,921 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 39,066 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +56.9% | 35,294 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.2% | 34,356 | $1.6M |
| Lincoln National Corp. | 0.02% | Add +21.6% | 31,095 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -23.5% | 30,493 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -1.6% | 27,067 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +61.4% | 26,012 | $1.2M |
| Mascoma Wealth Management LLC | 0.34% | Reduce -34.4% | 25,488 | $1.2M |
| Summit X, LLC | 0.27% | Reduce -3.9% | 22,625 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -55.4% | 20,932 | $974K |
| Stonebridge Financial Planning Group, LLC | 0.47% | Reduce -1.2% | 18,973 | $883K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.0% | 16,037 | $747K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -5.6% | 15,382 | $716K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $619K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 12,522 | $583K |
| Herold Advisors, Inc. | 0.14% | No change | 12,320 | $573K |
| Arkadios Wealth Advisors | 0.04% | Add +0.3% | 12,059 | $561K |
| LJI Wealth Management, LLC | 0.14% | Reduce -3.2% | 11,693 | $544K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.6% | 11,162 | $520K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.1% | 10,656 | $496K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Add +29.4% | 8,800 | $410K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -34.2% | 8,610 | $401K |
| Royal Bank of Canada | 0.00% | Add +151.0% | 8,575 | $399K |
| Principal Securities, Inc. | 0.01% | Reduce -1.1% | 8,565 | $399K |
| Sigma Planning Corp | 0.01% | New | 8,174 | $381K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.9% | 7,984 | $372K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 6,503 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.5% | 6,391 | $298K |
| PFG Advisors | 0.02% | Add +0.1% | 6,099 | $284K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 5,944 | $277K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.0% | 5,845 | $272K |
| Old Mission Capital LLC | 0.01% | Reduce -80.4% | 5,753 | $268K |
| Creative Financial Designs Inc. | 0.02% | Reduce -47.4% | 5,604 | $261K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -8.9% | 5,490 | $256K |
| Primoris Wealth Advisors, LLC | 0.20% | Reduce -38.8% | 5,393 | $251K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,325 | $248K |
| HBW Advisory Services LLC | 0.05% | No change | 5,542 | $243K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 4,994 | $232K |
| Tidal Investments LLC | 0.00% | New | 4,905 | $228K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.9% | 4,645 | $216K |
| Wedbush Securities Inc. | 0.01% | No change | 4,587 | $214K |
| Truist Financial Corp. | 0.00% | Reduce -13.8% | 4,528 | $211K |
| Synovus Financial Corp. | 0.00% | New | 4,523 | $211K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $173K |
| Cwm, LLC | 0.00% | Add +171.7% | 3,462 | $161K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $149K |
| Element Wealth, LLC | 0.07% | No change | 2,599 | $121K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,600 | $74K |
| Allworth Financial LP | 0.00% | New | 1,537 | $72K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 1,471 | $68K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,180 | $55K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,046 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,003 | $47K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $24K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.3% | 515 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 507 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 493 | $22K |
| GAMMA Investing LLC | 0.00% | New | 403 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $18K |
| Blue Trust, Inc. | 0.00% | New | 350 | $16K |
| Comerica Bank | 0.00% | No change | 300 | $14K |
| Continuum Advisory, LLC | 0.00% | New | 272 | $13K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $8K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 127 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $4K |
| Bank of Montreal | 0.00% | Reduce -99.8% | 75 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 26 | $1K |
"% of holder's portfolio" is FDRR's weight in each manager's 13F, not the share of Fidelity Div ETF Rise Rates the manager owns.