FDRR Institutional Ownership
Fidelity Dividend ETF for Rising Rates
1W: -0.9%
1M: -1.8%
3M: +3.8%
YTD: +11.9%
1Y: +16.7%
3Y: +83.1%
5Y: +81.7%
$68.73
+0.55 (+0.81%)
Weekly Expected Move ±1.5%
$67
$68
$69
$70
$71
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDRR
123
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
252M
Total Invested
16
New Positions
51
Increased
37
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC | 1,092,623 | $75M | +375,226 | +52.3% | 12Q | SEC ↗ |
| 2 | LPL Financial LLC | 287,988 | $20M | -22,476 | -7.2% | 39Q | SEC ↗ |
| 3 | EP Wealth Advisors, LLC | 278,867 | $19M | -22,813 | -7.6% | 3Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 235,076 | $16M | -10,843 | -4.4% | 15Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 145,145 | $10M | -6,947 | -4.6% | 35Q | SEC ↗ |
| 6 | Charter Capital Management, LLC\DE | 134,216 | $9M | -1,514 | -1.1% | 5Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 130,209 | $9M | +26,281 | +25.3% | 31Q | SEC ↗ |
| 8 | CWM, LLC | 119,354 | $8M | +27,046 | +29.3% | 13Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 118,097 | $8M | +36,418 | +44.6% | 26Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 107,187 | $7M | +30,385 | +39.6% | 18Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 92,175 | $6M | +214 | +0.2% | 38Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 88,964 | $6M | +533 | +0.6% | 19Q | SEC ↗ |
| 13 | FMR LLC | 87,200 | $6M | +8,703 | +11.1% | 32Q | SEC ↗ |
| 14 | Geneva Partners, LLC | 82,906 | $6M | -996 | -1.2% | 31Q | SEC ↗ |
| 15 | MORGAN STANLEY | 72,917 | $5M | -509 | -0.7% | 32Q | SEC ↗ |
| 16 | UBS Group AG | 63,146 | $4M | -475 | -0.7% | 36Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 58,213 | $4M | +10,143 | +21.1% | 12Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 53,875 | $4M | -13,066 | -19.5% | 24Q | SEC ↗ |
| 19 | Sugar Maple Asset Management, LLC | 51,720 | $4M | -1,827 | -3.4% | 10Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 47,062 | $3M | +3,396 | +7.8% | 7Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 42,450 | $3M | +10,266 | +31.9% | 3Q | SEC ↗ |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38,607 | $3M | +6,155 | +19.0% | 19Q | SEC ↗ |
| 23 | Lido Advisors, LLC | 28,737 | $2M | -1,028 | -3.5% | 4Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 25,383 | $2M | +3,194 | +14.4% | 21Q | SEC ↗ |
| 25 | &PARTNERS | 25,275 | $2M | +658 | +2.7% | 3Q | SEC ↗ |
| 26 | PFG Advisors | 24,337 | $2M | +298 | +1.2% | 4Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 22,683 | $2M | +17,309 | +322.1% | 15Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 21,140 | $1M | +4,269 | +25.3% | 18Q | SEC ↗ |
| 29 | Midwest Financial Network, LLC | 20,374 | $1M | +7,686 | +60.6% | 2Q | SEC ↗ |
| 30 | Arax Advisory Partners | 19,723 | $1M | +15,393 | +355.5% | 3Q | SEC ↗ |
| 31 | Stonebridge Financial Planning Group, | 17,533 | $1M | -161 | -0.9% | 17Q | SEC ↗ |
| 32 | FLAGSHIP WEALTH ADVISORS, LLC | 16,267 | $1M | -6,699 | -29.2% | 7Q | SEC ↗ |
| 33 | Gladstone Institutional Advisory LLC | 14,802 | $1M | +201 | +1.4% | 31Q | SEC ↗ |
| 34 | RCS Financial Planning, LLC | 13,637 | $937K | -145 | -1.1% | 2Q | SEC ↗ |
| 35 | Integrated Advisors Network LLC | 13,150 | $904K | — | +0.0% | 26Q | SEC ↗ |
| 36 | MONECO ADVISORS, LLC NEW | 13,000 | $893K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Sunbelt Securities, Inc. | 12,501 | $859K | +7,027 | +128.4% | 30Q | SEC ↗ |
| 38 | Creative Planning | 12,277 | $844K | +1,005 | +8.9% | 4Q | SEC ↗ |
| 39 | Jaffetilchin Investment Partners, LLC | 12,088 | $831K | -2,707 | -18.3% | 25Q | SEC ↗ |
| 40 | Herold Advisors, Inc. | 11,070 | $761K | — | +0.0% | 20Q | SEC ↗ |
| 41 | BROWN, LISLE/CUMMINGS, INC. | 10,350 | $711K | -400 | -3.7% | 19Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 10,140 | $697K | — | +0.0% | 1Q | SEC ↗ |
| 43 | PRINCIPAL SECURITIES, INC. | 10,055 | $691K | +88 | +0.9% | 11Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,590 | $659K | +240 | +2.6% | 7Q | SEC ↗ |
| 45 | Integrated Wealth Concepts LLC | 9,538 | $656K | +228 | +2.4% | 20Q | SEC ↗ |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,411 | $647K | +2,000 | +27.0% | 35Q | SEC ↗ |
| 47 | PARK AVENUE SECURITIES LLC | 9,139 | $628K | +413 | +4.7% | 2Q | SEC ↗ |
| 48 | LANDAAS & CO /WI /ADV | 8,151 | $560K | +4,491 | +122.7% | 9Q | SEC ↗ |
| 49 | Fifth Third Securities, Inc. | 8,044 | $553K | +3,296 | +69.4% | 4Q | SEC ↗ |
| 50 | CDM FINANCIAL COUNSELING SERVICES, INC | 7,850 | $540K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| MONECO ADVISORS, LLC | 13,000 | $893K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,140 | $697K |
| J.W. COLE ADVISORS, INC. | 7,439 | $511K |
| WEDBUSH SECURITIES INC | 3,302 | $227K |
| TRUIST FINANCIAL CORP | 3,245 | $223K |
| RDA Financial Network | 3,222 | $221K |
| BXM Wealth LLC | 3,200 | $220K |
| NORTHERN TRUST CORP | 3,160 | $217K |
| IFG Advisory, LLC | 843 | $58K |
| Concord Wealth Partners | 507 | $35K |
| Cape Investment Advisory, Inc. | 379 | $26K |
| Continuum Advisory, LLC | 272 | $19K |
| Washington Trust Advisors, Inc. | 200 | $14K |
| FIDUCIARY FINANCIAL ADVISORS | 162 | $11K |
| COMPASS FINANCIAL MANAGEMENT LLC | 78 | $5K |
| Measured Wealth Private Client Grou | 33 | $2K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 169,275 | $12M |
| FIG FINANCIAL ADVISORY SERVICES INC | 23,991 | $2M |
| FLOW TRADERS U.S. LLC | 21,799 | $1M |
| Snider Financial Group | 4,471 | $307K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3,591 | $247K |
| WealthShield Partners, LLC | 3,206 | $220K |
| ADG Wealth Management Group, LLC | 2,835 | $195K |
| Advisory Services Network, LLC | 1,365 | $94K |
| MWA Asset Management | 918 | $63K |
| FLAGSHIP HARBOR ADVISORS, LLC | 804 | $55K |
| Indiana Trust & Investment Manageme | 334 | $23K |
| PRIVATE TRUST CO NA | 157 | $11K |
| Migdal Insurance & Financial Holdin | 90 | $6K |
| Fairway Wealth LLC | 40 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | +375,226 | +52.3% | 1,092,623 |
| OSAIC HOLDINGS, INC. | +36,418 | +44.6% | 118,097 |
| Cetera Investment Advisers | +30,385 | +39.6% | 107,187 |
| CWM, LLC | +27,046 | +29.3% | 119,354 |
| ENVESTNET ASSET MANAGEMENT INC | +26,281 | +25.3% | 130,209 |
| GOLDMAN SACHS GROUP INC | +17,309 | +322.1% | 22,683 |
| Arax Advisory Partners | +15,393 | +355.5% | 19,723 |
| CITADEL ADVISORS LLC | +10,266 | +31.9% | 42,450 |
| JPMORGAN CHASE & CO | +10,143 | +21.1% | 58,213 |
| FMR LLC | +8,703 | +11.1% | 87,200 |
| Midwest Financial Network, LLC | +7,686 | +60.6% | 20,374 |
| Sunbelt Securities, Inc. | +7,027 | +128.4% | 12,501 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +6,155 | +19.0% | 38,607 |
| LANDAAS & CO /WI /ADV | +4,491 | +122.7% | 8,151 |
| TWIN PEAKS WEALTH ADVISORS, LLC | +4,271 | +1282.6% | 4,604 |
| JANE STREET GROUP, LLC | +4,269 | +25.3% | 21,140 |
| RAYMOND JAMES FINANCIAL INC | +3,396 | +7.8% | 47,062 |
| Fifth Third Securities, Inc. | +3,296 | +69.4% | 8,044 |
| MML INVESTORS SERVICES, LLC | +3,194 | +14.4% | 25,383 |
| Equitable Holdings, Inc. | +2,628 | +54.1% | 7,483 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EP Wealth Advisors, LLC | -22,813 | -7.6% | 278,867 |
| LPL Financial LLC | -22,476 | -7.2% | 287,988 |
| Kestra Advisory Services, LLC | -13,066 | -19.5% | 53,875 |
| BANK OF AMERICA CORP /DE | -10,843 | -4.4% | 235,076 |
| COMMONWEALTH EQUITY SERVICES, LLC | -6,947 | -4.6% | 145,145 |
| FLAGSHIP WEALTH ADVISORS, LLC | -6,699 | -29.2% | 16,267 |
| PKS Advisory Services, LLC | -4,464 | -46.9% | 5,062 |
| Jaffetilchin Investment Partners, L | -2,707 | -18.3% | 12,088 |
| Sugar Maple Asset Management, LLC | -1,827 | -3.4% | 51,720 |
| Charter Capital Management, LLC\DE | -1,514 | -1.1% | 134,216 |
| Lido Advisors, LLC | -1,028 | -3.5% | 28,737 |
| LJI Wealth Management, LLC | -1,010 | -15.1% | 5,668 |
| Geneva Partners, LLC | -996 | -1.2% | 82,906 |
| Larson Financial Group LLC | -823 | -29.2% | 1,991 |
| WELLS FARGO & COMPANY/MN | -811 | -41.9% | 1,126 |
| MORGAN STANLEY | -509 | -0.7% | 72,917 |
| ROYAL BANK OF CANADA | -489 | -20.5% | 1,900 |
| NWAM LLC | -476 | -12.2% | 3,418 |
| UBS Group AG | -475 | -0.7% | 63,146 |
| BROWN, LISLE/CUMMINGS, INC. | -400 | -3.7% | 10,350 |