Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q3 2024 (September 30)91holders +3
8new positions
5sold out
$51.48avg. 13F price*
At the end of Q3 2024, 91 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Ameritas Advisory Services, LLC ($42.9M), EP Wealth Advisors, LLC ($21.4M) and Bank of America Corp. ($12.9M).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $874K |
| Exits | 5 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 170,080 shares bought and 290,783 shares sold, net −120,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Ameritas Advisory Services, LLC | 1.85% | Add +5.4% | 832,245 | $42.9M |
| EP Wealth Advisors, LLC | 0.18% | Add +0.3% | 415,926 | $21.4M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 250,329 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -36.6% | 218,897 | $11.3M |
| Private Advisor Group, LLC | 0.06% | Add +1.0% | 194,964 | $10.0M |
| LPL Financial LLC | 0.00% | Add +10.3% | 166,803 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.1% | 109,642 | $5.6M |
| UBS Group AG | 0.00% | Add +11.7% | 94,295 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -15.4% | 87,106 | $4.5M |
| Geneva Partners, LLC | 1.85% | Reduce -1.2% | 83,058 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 81,765 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.2% | 69,930 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.4% | 68,193 | $3.5M |
| FMR LLC | 0.00% | Add +16.9% | 67,620 | $3.5M |
| Sugar Maple Asset Management, LLC | 2.91% | Reduce -3.9% | 64,987 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.6% | 60,563 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.2% | 50,022 | $2.6M |
| Flow Traders U.S. LLC | 0.13% | Add +254.2% | 49,982 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +79.8% | 39,761 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 39,102 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.5% | 34,995 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.6% | 32,287 | $1.7M |
| Beck Bode, LLC | 0.30% | Reduce -29.6% | 31,279 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 28,797 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -3.7% | 28,198 | $1.5M |
| Summit X, LLC | 0.26% | Reduce -7.7% | 22,570 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -6.8% | 19,282 | $993K |
| Stonebridge Financial Planning Group, LLC | 0.47% | Reduce -0.1% | 19,125 | $985K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.0% | 15,788 | $813K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $685K |
| Herold Advisors, Inc. | 0.14% | No change | 12,320 | $634K |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 12,142 | $625K |
| LJI Wealth Management, LLC | 0.12% | Add +0.1% | 11,543 | $594K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.6% | 10,978 | $565K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.6% | 10,760 | $554K |
| Principal Securities, Inc. | 0.01% | Add +1.9% | 10,277 | $529K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -26.6% | 10,133 | $522K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.3% | 9,958 | $513K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.0% | 9,359 | $482K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.0% | 9,039 | $465K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -1.1% | 8,700 | $448K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,984 | $411K |
| Axiom Advisory, LLC | 0.00% | Add +2.1% | 7,301 | $363K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 6,766 | $348K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,391 | $329K |
| Landaas & Co. /Wi | 0.09% | No change | 6,060 | $312K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,905 | $304K |
| Creative Financial Designs Inc. | 0.02% | Add +8.5% | 5,739 | $296K |
| Truist Financial Corp. | 0.00% | Add +0.8% | 5,679 | $292K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +0.5% | 5,549 | $286K |
| Cwm, LLC | 0.00% | Add +43.3% | 5,449 | $281K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,328 | $274K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -7.9% | 5,290 | $272K |
| HBW Advisory Services LLC | 0.04% | Add +0.0% | 5,125 | $264K |
| Independent Financial Group, LLC | 0.01% | Add +0.4% | 5,040 | $260K |
| CoreCap Advisors, LLC | 0.01% | New | 5,032 | $259K |
| Per Stirling Capital Management, LLC. | 0.04% | New | 4,973 | $256K |
| Csenge Advisory Group | 0.01% | Add +0.5% | 4,359 | $227K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $191K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 3,316 | $171K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $165K |
| Royal Bank of Canada | 0.00% | Reduce -48.5% | 2,678 | $138K |
| Element Wealth, LLC | 0.07% | Add +0.0% | 2,600 | $134K |
| Montag A & Associates Inc. | 0.00% | New | 1,840 | $95K |
| Darwin Wealth Management, LLC | 0.02% | New | 1,707 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,600 | $82K |
| Allworth Financial LP | 0.00% | No change | 1,537 | $79K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,484 | $76K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $54K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,003 | $52K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +90.6% | 915 | $47K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $27K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 514 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 513 | $26K |
| Quadrant Capital Group LLC | 0.00% | Reduce -50.0% | 500 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 493 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $20K |
| Comerica Bank | 0.00% | No change | 300 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 272 | $14K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -57.4% | 174 | $9K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 127 | $7K |
| Qube Research & Technologies Ltd | 0.00% | New | 84 | $4K |
| 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 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 27 | $1K |
| Abound Wealth Management | 0.00% | New | 10 | $522 |
| Simplex Trading, LLC | 0.00% | New | 18 | $0 |
"% 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.