Who Owns FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR)?Hedge Fund & Institutional Holders

$59.70-0.37 (-0.62%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1000000100000002e+294T

% of Float Held

—

QoQ Change in Holders

+9 / -2

Price History

$43.98$48.75$53.52$58.29$63.06Aug 24Jun 25Mar 26

FDRR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+16K+$14.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+171K+$10.0B
Charter Capital Management, LLC\DENew Position+136K+$8.3B
FMR LLCIncreased+6K+$4.0B
Sugar Maple Asset Management, LLCNew Position+55K+$3.4B
FLAGSHIP WEALTH ADVISORS, LLCNew Position+16K+$992.0M
PFG AdvisorsIncreased+13K+$806.2M
CREATIVE FINANCIAL DESIGNS INC /ADVIncreased+7K+$502.9M
Mutual Advisors, LLCNew Position+8K+$464.0M
J.W. COLE ADVISORS, INC.New Position+9K+$433.0M
LJI Wealth Management, LLCNew Position+7K+$407.0M
Jaffetilchin Investment Partners, LLCIncreased+6K+$358.6M
NAPLES GLOBAL ADVISORS, LLCNew Position+6K+$339.0M
Geneva Partners, LLCIncreased+2K+$313.9M
Farther Finance Advisors, LLCNew Position+5K+$296.0M

FDRR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Advisors, LLCDecreased-3K-$5.2B
Integrated Wealth Concepts LLCDecreased-219-$550.6M
Private Advisor Group, LLCDecreased-13K-$495.8M
ROYAL BANK OF CANADADecreased-5K-$384.0M
Allworth Financial LPDecreased-22-$92.5M
Advisory Services Network, LLCClosed Position-1K-$78.9M
Colonial Trust AdvisorsDecreased-65-$30.3M
Snider Financial GroupDecreased-687-$25.3M
Rockefeller Capital Management L.P.Closed Position-416-$24.4M
UBS Group AGDecreased-3K-$10.8M
MORGAN STANLEYDecreased-3K-$837K
PRINCIPAL SECURITIES, INC.Decreased-100-$595K
WEDBUSH SECURITIES INCDecreased-575-$227K
Cambridge Investment Research Advisors, Inc.Decreased-1K-$84K
Beck Bode, LLCDecreased-404-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/187,294$11.0B0.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC170,727$10.0B0.01%Share
3Private Advisor Group, LLC166,291$10.0B0.05%Share
4Charter Capital Management, LLC\DE136,136$8.3B4.29%Share
5OSAIC HOLDINGS, INC.111,454$6.0B0.01%Share
6Geneva Partners, LLC90,742$5.5B1.97%Share
7UBS Group AG66,334$4.0B0.00%Share
8FMR LLC69,686$4.0B0.00%Share
9Sugar Maple Asset Management, LLC55,181$3.4B2.26%Share
10BANK OF AMERICA CORP /DE/59,834$3.0B0.00%Share
11RAYMOND JAMES FINANCIAL INC36,727$2.0B0.00%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV31,086$1.9B0.12%Share
13PFG Advisors21,768$1.3B0.06%Share
14Stonebridge Financial Planning Group, LLC18,366$1.1B0.40%Share
15JPMORGAN CHASE & CO24,968$1.0B0.00%Share
16FLAGSHIP WEALTH ADVISORS, LLC16,267$992.0M0.29%Share
17Jaffetilchin Investment Partners, LLC14,795$902.0M0.05%Share
18Herold Advisors, Inc.12,320$751.0M0.17%Share
19BROWN, LISLE/CUMMINGS, INC.10,975$669.0M0.16%Share
20PKS Advisory Services, LLC9,840$600.0M0.14%Share
21Mutual Advisors, LLC7,613$464.0M0.01%Share
22J.W. COLE ADVISORS, INC.9,362$433.0M0.01%Share
23LJI Wealth Management, LLC6,678$407.0M0.06%Share
24Sigma Planning Corp6,429$392.0M0.01%Share
25Snider Financial Group6,245$381.0M0.10%Share
26NAPLES GLOBAL ADVISORS, LLC5,562$339.0M0.03%Share
27Sunbelt Securities, Inc.5,474$334.0M0.02%Share
28Farther Finance Advisors, LLC4,864$296.0M0.00%Share
29CoreCap Advisors, LLC4,606$281.0M0.01%Share
30Csenge Advisory Group4,392$267.0M0.01%Share
31Glass Jacobson Investment Advisors llc4,219$257.0M0.09%Share
32Dentgroup LLC4,169$254.0M0.17%Share
33NWAM LLC4,004$247.0M0.01%Share
34ShoreHaven Wealth Partners, LLC3,912$238.0M0.09%Share
35MFA Wealth Services3,777$230.0M0.16%Share
36ST GERMAIN D J CO INC3,713$226.0M0.01%Share
37AdvisorNet Financial, Inc1,475$90.0M0.00%Share
38Cornerstone Planning Group LLC820$50.0M0.01%Share
39FLAGSHIP HARBOR ADVISORS, LLC804$49.0M0.00%Share
40Geneos Wealth Management Inc.800$48.0M0.00%Share
41Ameritas Advisory Services, LLC742,252$45.3M1.69%Share
42COMERICA BANK601$36.0M0.00%Share
43GAMMA Investing LLC403$24.0M0.00%Share
44NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO48,393$22.7M0.01%Share
45LPL Financial LLC347,319$21.0M0.01%Share
46ASSETMARK, INC314$19.0M0.00%Share
47COMERICA BANK300$18.0M0.00%Share
48EP Wealth Advisors, LLC310,577$18.0M0.09%Share
49Concord Wealth Partners266$16.0M0.00%Share
50PRIVATE TRUST CO NA232$14.0M0.00%Share

FDRR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025110$82.1B+48
Q3 202562$68.6B-22
Q2 202584$115.5B-7
Q1 202591$112.0B+4
Q4 202487$54.4T+14
Q3 202473$59.1T+0
Q2 202473$43.9T+6
Q1 202467$43.5T—

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As of Q4 2025, 50 institutional investors hold FDRR (FIDELITY DIVIDEND ETF FOR RISING RATES). The largest holder is BANK OF AMERICA CORP /DE/ with $11.0B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FDRR?

As of Q4 2025, 50 institutional investors report holding FDRR (FIDELITY DIVIDEND ETF FOR RISING RATES) in their 13F filings.

Who is the largest institutional holder of FDRR?

The largest institutional holder of FDRR is BANK OF AMERICA CORP /DE/ with $11.0B in shares.

Is institutional ownership of FDRR increasing or decreasing?

This quarter, 9 institutions opened new positions in FDRR and 2 closed their positions.