Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q4 2024 (December 31)96holders +5
6new positions
4sold out
$51.38avg. 13F price*
At the end of Q4 2024, 96 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Ameritas Advisory Services, LLC ($50.8M), EP Wealth Advisors, LLC ($20.2M) and Bank of America Corp. ($12.1M).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 4 | $298K |
All 13F filers, Q3 2024 → Q4 2024: 225,011 shares bought and 218,125 shares sold, net +6,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Ameritas Advisory Services, LLC | 1.75% | Add +18.7% | 987,768 | $50.8M |
| EP Wealth Advisors, LLC | 0.16% | Reduce -5.5% | 393,071 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 235,686 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.0% | 223,225 | $11.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.8% | 177,740 | $9.1M |
| LPL Financial LLC | 0.00% | Add +4.9% | 174,960 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 103,417 | $5.3M |
| UBS Group AG | 0.00% | Reduce -4.3% | 90,234 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 88,026 | $4.5M |
| Morgan Stanley | 0.00% | Add +4.0% | 84,997 | $4.4M |
| Geneva Partners, LLC | 1.72% | Reduce -0.5% | 82,639 | $4.2M |
| Raymond James Financial Inc. | 0.00% | — | 73,016 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +1.2% | 68,988 | $3.5M |
| Sugar Maple Asset Management, LLC | 2.47% | Reduce -2.6% | 63,315 | $3.3M |
| FMR LLC | 0.00% | Reduce -8.1% | 62,148 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.2% | 59,848 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.5% | 48,287 | $2.5M |
| Flagship Wealth Advisors, LLC | 1.29% | — | 42,664 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 34,678 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +11.7% | 32,177 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -5.3% | 26,714 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +30.7% | 25,204 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.5% | 24,790 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Reduce -55.0% | 22,513 | $1.2M |
| Beck Bode, LLC | 0.20% | Reduce -31.5% | 21,415 | $1.1M |
| Summit X, LLC | 0.22% | Reduce -14.9% | 19,198 | $986K |
| Stonebridge Financial Planning Group, LLC | 0.41% | Reduce -7.4% | 17,704 | $910K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +4.5% | 16,502 | $848K |
| Sykon Capital LLC | 0.24% | New | 13,528 | $695K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $683K |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 12,477 | $641K |
| Herold Advisors, Inc. | 0.14% | No change | 12,320 | $633K |
| PKS Advisory Services, LLC | 0.14% | — | 10,808 | $555K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -1.9% | 10,553 | $542K |
| Brown, Lisle/Cummings, Inc. | 0.16% | Add +19.5% | 10,400 | $534K |
| Principal Securities, Inc. | 0.01% | Reduce -0.6% | 10,212 | $525K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 9,368 | $481K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.5% | 9,167 | $471K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.7% | 8,604 | $442K |
| Sigma Planning Corp | 0.01% | Add +23.8% | 8,373 | $430K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,249 | $424K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,984 | $412K |
| LJI Wealth Management, LLC | 0.08% | Reduce -32.4% | 7,804 | $401K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -24.1% | 7,692 | $395K |
| Arkadios Wealth Advisors | 0.02% | Reduce -21.5% | 7,095 | $365K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -29.6% | 7,005 | $360K |
| Snider Financial Group | 0.11% | New | 6,932 | $356K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +101.9% | 6,696 | $344K |
| Jane Street Group, LLC | 0.00% | Reduce -83.9% | 6,396 | $329K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,391 | $328K |
| Cwm, LLC | 0.00% | Add +12.7% | 6,140 | $315K |
| Creative Financial Designs Inc. | 0.03% | Add +5.6% | 6,058 | $311K |
| Landaas & Co. /Wi | 0.09% | No change | 6,060 | $311K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 5,652 | $290K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -3.8% | 5,336 | $274K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,328 | $274K |
| Independent Financial Group, LLC | 0.01% | Add +0.7% | 5,077 | $261K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 4,973 | $256K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.2% | 4,970 | $255K |
| HBW Advisory Services LLC | 0.03% | Reduce -4.9% | 4,875 | $250K |
| MFA Wealth Services | 0.20% | — | 4,795 | $246K |
| Next Level Wealth Planning, LLC | 0.18% | — | 4,445 | $228K |
| Csenge Advisory Group | 0.01% | Add +0.9% | 4,397 | $226K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $191K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $165K |
| Element Wealth, LLC | 0.07% | No change | 2,600 | $134K |
| Montag A & Associates Inc. | 0.00% | No change | 1,840 | $95K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.8% | 1,720 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,600 | $82K |
| Allworth Financial LP | 0.00% | No change | 1,537 | $81K |
| IFP Advisors, Inc | 0.00% | Add +4.5% | 1,550 | $80K |
| Royal Bank of Canada | 0.00% | Reduce -42.9% | 1,529 | $79K |
| AdvisorNet Financial, Inc | 0.01% | Add +46.0% | 1,464 | $75K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $64K |
| Wells Fargo & Company | 0.00% | Add +570.7% | 1,167 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 915 | $48K |
| AE Wealth Management LLC | 0.00% | New | 863 | $44K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 518 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $27K |
| JPMorgan Chase & Co. | 0.00% | No change | 514 | $26K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $21K |
| Transce3nd, LLC | 0.01% | — | 392 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $19K |
| 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 |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 127 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 115 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 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 |
| Roxbury Financial LLC | 0.00% | — | 13 | $729 |
"% 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.