Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q3 2025 (September 30)94holders +3
11new positions
5sold out
$58.60avg. 13F price*
At the end of Q3 2025, 94 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 3 from Q2 2025. 11 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($15.6M), Bank of America Corp. ($13.6M) and Commonwealth Equity Services, LLC ($11.3M).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.2M |
| Exits | 5 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 238,855 shares bought and 864,344 shares sold, net −625,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| LPL Financial LLC | 0.00% | Add +14.5% | 266,959 | $15.6M |
| Bank of America Corp. | 0.00% | Add +1.2% | 231,306 | $13.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 193,177 | $11.3M |
| Private Advisor Group, LLC | 0.05% | Add +1.3% | 179,052 | $10.5M |
| Charter Capital Management, LLC\DE | 4.26% | Add +1.5% | 134,748 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.5% | 115,574 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Add +57.3% | 89,171 | $5.2M |
| Geneva Partners, LLC | 1.91% | Add +2.2% | 89,103 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.0% | 86,729 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 82,547 | $4.8M |
| Cwm, LLC | 0.01% | Add +31.3% | 75,675 | $4.4M |
| UBS Group AG | 0.00% | Reduce -6.7% | 69,224 | $4.1M |
| FMR LLC | 0.00% | Add +10.5% | 64,175 | $3.8M |
| Sugar Maple Asset Management, LLC | 2.32% | Reduce -3.7% | 55,299 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +29.4% | 54,043 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.0% | 49,130 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -42.1% | 42,565 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -37.6% | 34,112 | $2.0M |
| Lido Advisors, LLC | 0.01% | New | 31,186 | $1.8M |
| Creative Financial Designs Inc. | 0.09% | Add +227.6% | 23,765 | $1.4M |
| Flagship Wealth Advisors, LLC | 0.40% | Reduce -19.6% | 20,445 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +2.6% | 18,445 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -12.0% | 17,925 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.4% | 14,601 | $856K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.9% | 13,279 | $778K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.1% | 13,150 | $771K |
| Herold Advisors, Inc. | 0.17% | Add +66.9% | 12,320 | $722K |
| Brown, Lisle/Cummings, Inc. | 0.17% | No change | 10,975 | $643K |
| PKS Advisory Services, LLC | 0.14% | Reduce -9.7% | 9,713 | $601K |
| Principal Securities, Inc. | 0.01% | Reduce -1.7% | 10,167 | $596K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +33.7% | 9,951 | $583K |
| Beck Bode, LLC | 0.09% | Reduce -16.7% | 9,418 | $552K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 9,393 | $551K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.2% | 9,270 | $543K |
| PFG Advisors | 0.02% | New | 8,902 | $522K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.2% | 8,731 | $514K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.9% | 8,696 | $510K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 7,664 | $449K |
| Mutual Advisors, LLC | 0.01% | New | 7,574 | $447K |
| Snider Financial Group | 0.11% | No change | 6,932 | $406K |
| LJI Wealth Management, LLC | 0.07% | Reduce -5.9% | 6,875 | $403K |
| Royal Bank of Canada | 0.00% | Add +70.1% | 6,554 | $384K |
| Sigma Planning Corp | 0.01% | Reduce -7.6% | 6,498 | $381K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,336 | $371K |
| Landaas & Co. /Wi | 0.08% | No change | 6,060 | $355K |
| Fifth Third Securities, Inc. | 0.02% | New | 5,787 | $339K |
| Naples Global Advisors, LLC | 0.03% | New | 5,562 | $326K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -31.4% | 5,474 | $321K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 5,325 | $312K |
| Nwam LLC | 0.02% | New | 5,076 | $300K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.6% | 4,806 | $282K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.3% | 4,802 | $281K |
| Independent Financial Group, LLC | 0.01% | Reduce -6.7% | 4,791 | $281K |
| Mascoma Wealth Management LLC | 0.06% | Add +0.3% | 4,677 | $274K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.0% | 4,612 | $270K |
| Creative Planning | 0.00% | New | 4,597 | $269K |
| Csenge Advisory Group | 0.01% | Add +1.2% | 4,477 | $262K |
| High Falls Advisors, Inc | 0.05% | Reduce -49.7% | 4,408 | $258K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +6.3% | 4,181 | $245K |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 4,064 | $238K |
| Wedbush Securities Inc. | 0.01% | No change | 3,877 | $227K |
| MFA Wealth Services | 0.15% | Reduce -6.2% | 3,775 | $221K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $218K |
| Jane Street Group, LLC | 0.00% | Reduce -57.8% | 3,670 | $215K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -10.5% | 3,403 | $199K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $188K |
| KERR FINANCIAL PLANNING Corp | 0.15% | — | 1,837 | $110K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.5% | 1,749 | $103K |
| Allworth Financial LP | 0.00% | Add +2.7% | 1,579 | $93K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,572 | $92K |
| Larson Financial Group LLC | 0.00% | Add +8.5% | 1,530 | $90K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 1,473 | $86K |
| CX Institutional | 0.00% | Add +79.5% | 1,386 | $81K |
| Advisory Services Network, LLC | 0.00% | New | 1,346 | $79K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.8% | 1,048 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $61K |
| Comerica Bank | 0.00% | No change | 901 | $53K |
| Cornerstone Planning Group LLC | 0.01% | New | 820 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 527 | $31K |
| Colonial Trust Advisors | 0.00% | No change | 516 | $30K |
| AE Wealth Management LLC | 0.00% | Reduce -41.1% | 488 | $29K |
| Rockefeller Capital Management L.P. | 0.00% | New | 416 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $24K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 379 | $22K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 314 | $18K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 180 | $11K |
| Wells Fargo & Company | 0.00% | Add +10000.0% | 101 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| Bank of Montreal | 0.00% | No change | 75 | $4K |
| Rossmore Private Capital | 0.00% | New | 53 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +3.7% | 28 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 14 | $818 |
"% 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.