Who Owns FDRR?
FIDELITY DIVIDEND ETF FOR RISING RATES — Institutional Ownership & 13F Holdings
$62.52
-0.25 (-0.39%)
Market Cap
$670.9M
Shares Outstanding
10,154,979
Institutional Holders
91
Total Inst. Value
$576.8M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
11
Closed Positions
7
Increased
25
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $446.8M | 8,944 |
| 2 | Ameritas Advisory Services, LLC | $48.9M | 979,150 |
| 3 | BANK OF AMERICA CORP /DE/ | $11.1M | 222,736 |
| 4 | Private Advisor Group, LLC | $8.8M | 176,678 |
| 5 | OSAIC HOLDINGS, INC. | $5.6M | 112,561 |
| 6 | Cambridge Investment Research Advisors, Inc. | $4.4M | 88,222 |
| 7 | UBS Group AG | $4.4M | 88,081 |
| 8 | Geneva Partners, LLCNew | $4.2M | 84,829 |
| 9 | MORGAN STANLEY | $4.1M | 83,063 |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.7M | 74,539 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +340 | $446.8M |
| OSAIC HOLDINGS, INC. | +6K | $5.6M |
| Cambridge Investment Research Advisors, Inc. | +196 | $4.4M |
| Geneva Partners, LLCNew | +85K | $4.2M |
| RAYMOND JAMES FINANCIAL INC | +2K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EP Wealth Advisors, LLC | -16K | $19K |
| BANK OF AMERICA CORP /DE/ | -13K | $11.1M |
| Kestra Advisory Services, LLC | -10K | $2K |
| NewEdge Advisors, LLC | -9K | $3.0M |
| Ameritas Advisory Services, LLC | -9K | $48.9M |
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Frequently Asked Questions
How many institutional investors hold FDRR?
As of Q1 2025, 91 institutional investors report holding FDRR (FIDELITY DIVIDEND ETF FOR RISING RATES) in their 13F filings.
Which hedge fund owns the most FDRR?
The largest institutional holder of FDRR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $446.8M in shares.
Are institutions buying or selling FDRR?
This quarter, 11 institutions opened new positions in FDRR and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.