Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q2 2025 (June 30)91holders
6new positions
8sold out
$54.22avg. 13F price*
At the end of Q2 2025, 91 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, unchanged from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were Ameritas Advisory Services, LLC ($39.1M), EP Wealth Advisors, LLC ($18.9M) and LPL Financial LLC ($12.6M).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 8 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 212,080 shares bought and 533,269 shares sold, net −321,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Ameritas Advisory Services, LLC | 2.04% | Reduce -26.3% | 721,820 | $39.1M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -7.5% | 348,555 | $18.9M |
| LPL Financial LLC | 0.00% | Add +26.9% | 233,069 | $12.6M |
| Bank of America Corp. | 0.00% | Add +2.6% | 228,532 | $12.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.0% | 197,152 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Add +0.1% | 176,789 | $9.6M |
| Charter Capital Management, LLC\DE | 4.23% | — | 132,714 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 122,308 | $6.6M |
| Geneva Partners, LLC | 1.88% | Add +2.8% | 87,163 | $4.7M |
| Morgan Stanley | 0.00% | Add +3.5% | 85,958 | $4.7M |
| UBS Group AG | 0.00% | Reduce -15.8% | 74,200 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 73,469 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.4% | 69,368 | $3.8M |
| FMR LLC | 0.00% | Reduce -6.9% | 58,084 | $3.1M |
| Cwm, LLC | 0.01% | Add +994.4% | 57,621 | $3.1M |
| Sugar Maple Asset Management, LLC | 2.43% | Reduce -9.1% | 57,449 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.8% | 56,680 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.7% | 54,693 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 41,764 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.1% | 40,601 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -50.7% | 28,678 | $1.6M |
| Flagship Wealth Advisors, LLC | 0.52% | Reduce -18.0% | 25,437 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +379.2% | 24,531 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 20,375 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +1.9% | 17,970 | $974K |
| Summit X, LLC | 0.16% | Reduce -16.9% | 16,211 | $879K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 14,660 | $795K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,300 | $721K |
| Susquehanna International Group, LLP | 0.00% | New | 13,093 | $710K |
| Beck Bode, LLC | 0.10% | Reduce -31.3% | 11,312 | $613K |
| Brown, Lisle/Cummings, Inc. | 0.16% | Reduce -0.9% | 10,975 | $595K |
| PKS Advisory Services, LLC | 0.14% | Reduce -0.1% | 10,752 | $583K |
| Principal Securities, Inc. | 0.01% | Add +1.3% | 10,346 | $561K |
| Sykon Capital LLC | 0.19% | New | 9,704 | $526K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 9,388 | $509K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -1.9% | 9,287 | $504K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 9,021 | $499K |
| High Falls Advisors, Inc | 0.11% | New | 8,768 | $475K |
| Jane Street Group, LLC | 0.00% | Reduce -31.7% | 8,686 | $471K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.1% | 8,486 | $460K |
| Arkadios Wealth Advisors | 0.01% | Add +7.0% | 7,629 | $414K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,984 | $410K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +42.4% | 7,443 | $404K |
| Herold Advisors, Inc. | 0.08% | Reduce -40.1% | 7,380 | $400K |
| LJI Wealth Management, LLC | 0.07% | Reduce -6.4% | 7,304 | $396K |
| Creative Financial Designs Inc. | 0.03% | Add +2.7% | 7,255 | $393K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.9% | 7,251 | $393K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 7,033 | $381K |
| Flow Traders U.S. LLC | 0.01% | Reduce -58.8% | 6,933 | $376K |
| Snider Financial Group | 0.11% | No change | 6,932 | $376K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.9% | 6,336 | $344K |
| Landaas & Co. /Wi | 0.08% | No change | 6,060 | $329K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,328 | $289K |
| Independent Financial Group, LLC | 0.01% | Add +0.6% | 5,133 | $278K |
| CoreCap Advisors, LLC | 0.01% | Add +1.2% | 4,933 | $268K |
| GTS Securities LLC | 0.01% | Reduce -91.8% | 4,781 | $259K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -34.8% | 4,665 | $253K |
| HBW Advisory Services LLC | 0.03% | Reduce -5.4% | 4,613 | $250K |
| Dentgroup LLC | 0.16% | New | 4,282 | $232K |
| Truist Financial Corp. | 0.00% | Reduce -25.7% | 4,209 | $228K |
| Csenge Advisory Group | 0.01% | No change | 4,422 | $228K |
| MFA Wealth Services | 0.16% | Reduce -1.1% | 4,024 | $218K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -26.3% | 3,934 | $213K |
| Wedbush Securities Inc. | 0.01% | New | 3,877 | $210K |
| Royal Bank of Canada | 0.00% | Add +144.2% | 3,853 | $209K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -42.8% | 3,801 | $206K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $201K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $174K |
| Darwin Wealth Management, LLC | 0.03% | Add +1.2% | 1,741 | $94K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 1,566 | $85K |
| Allworth Financial LP | 0.00% | No change | 1,537 | $83K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,470 | $80K |
| Larson Financial Group LLC | 0.00% | No change | 1,410 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $57K |
| Comerica Bank | 0.00% | Add +200.3% | 901 | $49K |
| AE Wealth Management LLC | 0.00% | Add +22.1% | 828 | $45K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $43K |
| CX Institutional | 0.00% | Add +32.4% | 772 | $42K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 524 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $21K |
| Assetmark, Inc. | 0.00% | Add +18.0% | 315 | $17K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $10K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 72 | $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% | No change | 14 | $752 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $52 |
"% 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.