Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q1 2025 (March 31)91holders −5
4new positions
7sold out
1famous investor
$49.95avg. 13F price*
At the end of Q1 2025, 91 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, down 5 from Q4 2024. 4 opened new positions and 7 sold out. The largest holders were Ameritas Advisory Services, LLC ($48.9M), EP Wealth Advisors, LLC ($18.8M) and Bank of America Corp. ($11.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.4M |
| Exits | 7 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 114,271 shares bought and 157,659 shares sold, net −43,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Ameritas Advisory Services, LLC | 1.98% | Reduce -0.9% | 979,150 | $48.9M |
| EP Wealth Advisors, LLC | 0.15% | Reduce -4.1% | 377,007 | $18.8M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 222,736 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 218,985 | $10.9M |
| LPL Financial LLC | 0.00% | Add +5.0% | 183,631 | $9.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.6% | 176,678 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +8.8% | 112,561 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.2% | 88,222 | $4.4M |
| UBS Group AG | 0.00% | Reduce -2.4% | 88,081 | $4.4M |
| Geneva Partners, LLC | 2.19% | Add +2.6% | 84,829 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 83,063 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 74,539 | $3.7M |
| Sugar Maple Asset Management, LLC | 2.49% | Reduce -0.2% | 63,211 | $3.2M |
| FMR LLC | 0.00% | Add +0.4% | 62,389 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -13.7% | 59,514 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.8% | 58,147 | $2.9M |
| GTS Securities LLC | 0.13% | New | 58,022 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 39,489 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.6% | 38,332 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 36,891 | $1.8M |
| Flagship Wealth Advisors, LLC | 0.65% | Reduce -27.3% | 31,021 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -6.1% | 25,075 | $1.3M |
| Summit X, LLC | 0.20% | Add +1.6% | 19,495 | $974K |
| MML Investors Services, LLC | 0.00% | Reduce -23.3% | 19,332 | $966K |
| Stonebridge Financial Planning Group, LLC | 0.40% | Reduce -0.4% | 17,630 | $881K |
| Flow Traders U.S. LLC | 0.04% | Reduce -25.3% | 16,825 | $840K |
| Beck Bode, LLC | 0.15% | Reduce -23.1% | 16,457 | $822K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -11.2% | 14,660 | $732K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $664K |
| Jane Street Group, LLC | 0.00% | Add +98.8% | 12,715 | $635K |
| Herold Advisors, Inc. | 0.14% | No change | 12,320 | $615K |
| Brown, Lisle/Cummings, Inc. | 0.16% | Add +6.5% | 11,075 | $553K |
| PKS Advisory Services, LLC | 0.15% | Reduce -0.5% | 10,758 | $537K |
| Principal Securities, Inc. | 0.01% | No change | 10,212 | $525K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.5% | 9,763 | $488K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -10.3% | 9,471 | $473K |
| Stifel Financial Corp. | 0.00% | Reduce -24.9% | 9,376 | $468K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 9,374 | $468K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 8,996 | $449K |
| Citadel Advisors | 0.00% | New | 8,988 | $449K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 8,944 | $447K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,984 | $399K |
| LJI Wealth Management, LLC | 0.08% | No change | 7,804 | $390K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -7.1% | 7,149 | $357K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 7,132 | $356K |
| Creative Financial Designs Inc. | 0.03% | Add +16.6% | 7,065 | $353K |
| Sigma Planning Corp | 0.01% | Reduce -15.7% | 7,056 | $352K |
| Snider Financial Group | 0.11% | No change | 6,932 | $346K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.7% | 6,649 | $332K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,391 | $319K |
| Landaas & Co. /Wi | 0.08% | No change | 6,060 | $303K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 5,668 | $283K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 5,336 | $274K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,328 | $266K |
| Cwm, LLC | 0.00% | Reduce -14.3% | 5,265 | $263K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -25.4% | 5,228 | $261K |
| JPMorgan Chase & Co. | 0.00% | Add +895.9% | 5,119 | $256K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 5,101 | $255K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 4,973 | $248K |
| HBW Advisory Services LLC | 0.03% | Add +0.1% | 4,878 | $244K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.9% | 4,873 | $243K |
| Csenge Advisory Group | 0.01% | Add +0.6% | 4,422 | $207K |
| MFA Wealth Services | 0.17% | Reduce -15.2% | 4,068 | $203K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $185K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $160K |
| Montag A & Associates Inc. | 0.00% | No change | 1,840 | $92K |
| Darwin Wealth Management, LLC | 0.03% | No change | 1,720 | $88K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 1,578 | $79K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 1,558 | $78K |
| Allworth Financial LP | 0.00% | No change | 1,537 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,467 | $73K |
| Larson Financial Group LLC | 0.00% | Add +12.8% | 1,410 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.0% | 800 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -21.4% | 678 | $34K |
| CX Institutional | 0.00% | New | 583 | $29K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 521 | $26K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $26K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $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 |
| Assetmark, Inc. | 0.00% | New | 267 | $13K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $9K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 127 | $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 |
| HighMark Wealth Management LLC | 0.00% | No change | 27 | $1K |
| Roxbury Financial LLC | 0.00% | Add +7.7% | 14 | $724 |
"% 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.