FIDELITY DIV ETF RISE RATES FDRR
$65.73
+0.5% 52w: $50.97 – $67.09
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data50.9759.0367.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
109
-3 QoQ
13F value
$217.5M
-2.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $600K puts
Institutional value by quarter
Number of holders
Who owns FDRR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | Wealth advisor | 717.4K | $42.2M | 1.6% | -3.3% |
| LPL Financial LLC | Bank broker | 310.5K | $18.3M | 0.0% | -10.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 301.7K | $17.7M | 0.1% | -2.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 245.9K | $14.5M | 0.0% | -0.5% |
| Private Advisor Group, LLC | Wealth advisor | 169.3K | $10.0M | 0.0% | +1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 152.1K | $8.9M | 0.0% | -10.9% |
| Charter Capital Management, LLC\DE | Wealth advisor | 135.7K | $8.0M | 4.0% | -0.3% |
| CWM, LLC | Wealth advisor | 119.4K | $7.0M | 0.0% | +29.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 103.9K | $6.1M | 0.0% | +38.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 92.0K | $5.4M | 0.0% | +7.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 88.4K | $5.2M | 0.0% | +2.3% |
| Geneva Partners, LLC | Other | 83.9K | $4.9M | 2.4% | -7.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 81.7K | $4.8M | 0.0% | -31.3% |
| FMR LLC | Long only active | 78.5K | $4.6M | 0.0% | +12.6% |
| Cetera Investment Advisers | Wealth advisor | 76.8K | $4.5M | 0.0% | +23.9% |
| MORGAN STANLEY | Bank broker | 73.4K | $4.3M | 0.0% | -8.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 66.9K | $3.9M | 0.0% | +32.0% |
| UBS Group AG | Bank broker | 63.6K | $3.7M | 0.0% | -4.1% |
| Sugar Maple Asset Management, LLC | Wealth advisor | 53.5K | $3.1M | 1.9% | -3.0% |
| JPMORGAN CHASE & CO | Bank broker | 48.1K | $2.8M | 0.0% | +89.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 43.7K | $2.6M | 0.0% | -2.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 32.5K | $1.9M | 0.1% | +4.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 32.2K | $1.9M | 0.0% | +102.9% |
| Lido Advisors, LLC | Wealth advisor | 29.8K | $1.8M | 0.0% | -4.6% |
| &PARTNERS | Diversified mechanical | 24.6K | $1.4M | 0.0% | +92.1% |
| PFG Advisors | Wealth advisor | 24.0K | $1.4M | 0.1% | +10.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.2K | $1.3M | 0.0% | +6.8% |
| FLOW TRADERS U.S. LLC | Market maker | 21.8K | $1.3M | 0.0% | -8.4% |
| FLAGSHIP WEALTH ADVISORS, LLC | Wealth advisor | 23.0K | $1.2M | 0.5% | +41.2% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 17.7K | $1.0M | 0.4% | -3.7% |
| JANE STREET GROUP, LLC | Market maker | 16.9K | $992K | 0.0% | +164.8% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 14.6K | $859K | 0.0% | Held |
| RCS Financial Planning, LLC | Wealth advisor | 13.8K | $810K | 0.4% | New |
| Integrated Advisors Network LLC | Wealth advisor | 13.2K | $773K | 0.0% | Held |
| Midwest Financial Network, LLC | Wealth advisor | 12.7K | $746K | 0.6% | New |
| Sunbelt Securities, Inc. | Diversified mechanical | 12.5K | $735K | 0.0% | +128.4% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 12.1K | $711K | 0.0% | -18.3% |
| Creative Planning | Wealth advisor | 11.3K | $663K | 0.0% | +4.1% |
| Herold Advisors, Inc. | Other | 11.1K | $651K | 0.1% | -10.1% |
| BROWN, LISLE/CUMMINGS, INC. | Other | 10.8K | $632K | 0.2% | -2.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 10.0K | $586K | 0.0% | -1.0% |
| PKS Advisory Services, LLC | Wealth advisor | 9.5K | $560K | 0.1% | -3.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 9.3K | $553K | 0.0% | +6.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 9.3K | $547K | 0.0% | +1.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 8.7K | $513K | 0.0% | New |
| CDM FINANCIAL COUNSELING SERVICES, INC. | Wealth advisor | 7.8K | $462K | 0.4% | -3.1% |
| Mutual Advisors, LLC | Wealth advisor | 7.8K | $457K | 0.0% | +2.2% |
| Arkadios Wealth Advisors | Wealth advisor | 7.7K | $455K | 0.0% | +0.5% |
| Beck Bode, LLC | Other | 7.7K | $454K | 0.1% | -14.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.4K | $436K | 0.0% | -6.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.