Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q2 2024 (June 30)88holders +1
7new positions
7sold out
1famous investor
$48.10avg. 13F price*
At the end of Q2 2024, 88 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 1 from Q1 2024. 7 opened new positions and 7 sold out. The largest holders were Ameritas Advisory Services, LLC ($38.1M), EP Wealth Advisors, LLC ($20.0M) and Commonwealth Equity Services, LLC ($16.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 7 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 158,599 shares bought and 322,772 shares sold, net −164,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Ameritas Advisory Services, LLC | 1.44% | Add +8.8% | 789,392 | $38.1M |
| EP Wealth Advisors, LLC | 0.21% | Add +3.7% | 414,759 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.8% | 345,484 | $16.7M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 260,103 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.2% | 193,094 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 151,256 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.9% | 110,821 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 103,019 | $5.0M |
| Morgan Stanley | 0.00% | Add +2.1% | 91,256 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.3% | 87,638 | $4.2M |
| UBS Group AG | 0.00% | Reduce -4.8% | 84,417 | $4.1M |
| Geneva Partners, LLC | 1.67% | Reduce -2.1% | 84,037 | $4.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -0.8% | 74,426 | $3.6M |
| Sugar Maple Asset Management, LLC | 3.16% | Add +3.5% | 67,621 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.2% | 61,552 | $3.0M |
| FMR LLC | 0.00% | Reduce -7.6% | 57,861 | $2.8M |
| Citadel Advisors | 0.00% | Add +141.3% | 50,518 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 57,607 | $2.2M |
| Beck Bode, LLC | 0.43% | Reduce -36.7% | 44,424 | $2.1M |
| Raymond James & Associates | 0.00% | Add +0.8% | 39,400 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.4% | 33,858 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -4.0% | 29,280 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 26,800 | $1.3M |
| Summit X, LLC | 0.27% | Add +8.1% | 24,458 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.3% | 23,558 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -77.6% | 22,112 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -23.6% | 20,691 | $998K |
| Stonebridge Financial Planning Group, LLC | 0.46% | Add +0.9% | 19,140 | $924K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.6% | 15,787 | $762K |
| Flow Traders U.S. LLC | 0.03% | New | 14,110 | $681K |
| Mascoma Wealth Management LLC | 0.18% | Reduce -45.9% | 13,795 | $666K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $642K |
| Herold Advisors, Inc. | 0.14% | No change | 12,320 | $594K |
| LJI Wealth Management, LLC | 0.12% | Reduce -1.3% | 11,536 | $557K |
| Stifel Financial Corp. | 0.00% | Reduce -9.8% | 11,295 | $545K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.4% | 10,701 | $516K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -33.8% | 10,190 | $492K |
| Principal Securities, Inc. | 0.01% | Add +17.7% | 10,083 | $487K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.8% | 9,850 | $475K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.3% | 9,840 | $475K |
| Tidal Investments LLC | 0.01% | Add +84.4% | 9,045 | $436K |
| Arkadios Wealth Advisors | 0.03% | Reduce -25.0% | 9,043 | $436K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 8,800 | $425K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,984 | $385K |
| Axiom Advisory, LLC | 0.00% | New | 7,147 | $334K |
| Sigma Planning Corp | 0.01% | Reduce -17.3% | 6,758 | $326K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,391 | $308K |
| Landaas & Co. /Wi | 0.09% | New | 6,060 | $292K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.2% | 5,905 | $285K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 5,745 | $284K |
| Truist Financial Corp. | 0.00% | Add +24.4% | 5,631 | $272K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +0.6% | 5,521 | $266K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 5,328 | $257K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.6% | 5,289 | $255K |
| Royal Bank of Canada | 0.00% | Reduce -39.3% | 5,205 | $251K |
| HBW Advisory Services LLC | 0.04% | Reduce -7.5% | 5,124 | $247K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 5,018 | $242K |
| Csenge Advisory Group | 0.01% | New | 4,337 | $209K |
| Western Wealth Management, LLC | 0.01% | Reduce -29.8% | 4,174 | $201K |
| Cwm, LLC | 0.00% | Add +9.8% | 3,802 | $183K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $179K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $155K |
| Element Wealth, LLC | 0.07% | No change | 2,599 | $125K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,600 | $77K |
| Allworth Financial LP | 0.00% | No change | 1,537 | $76K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 1,478 | $71K |
| Larson Financial Group LLC | 0.00% | New | 1,250 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $51K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,003 | $48K |
| Quadrant Capital Group LLC | 0.00% | New | 1,000 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $25K |
| JPMorgan Chase & Co. | 0.00% | No change | 515 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 510 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 493 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -59.3% | 480 | $23K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 408 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $18K |
| Blue Trust, Inc. | 0.00% | No change | 350 | $16K |
| Comerica Bank | 0.00% | No change | 300 | $14K |
| Continuum Advisory, LLC | 0.00% | No change | 272 | $13K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $9K |
| 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% | No change | 75 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +3.9% | 27 | $1K |
| Assetmark, Inc. | 0.00% | New | 10 | $483 |
"% 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.