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Get Institutions for : 
Fidelity Dividend Etf For Rising Rates (FDRR)  
$47.96 0.05 (0.1%) as of 4:30 Tue 6/11


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    0
Total shares held : 
 3,587,001  
% of shares held : 
 41.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 45,034  
% of shares held change : 
   0.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.85  
Last Quarter's Ending Price : 
 $46.55  
Last Quarter's Average Price : 
 $44.79  
Change from last quarter's     
avg. price to the last closing  : 
3.17 (7.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 14,458
 0.4%
 
Increased Positions :
21
 354,675
 9.89%
 
Unchanged Positions :
18
 104,425
 2.91%
 
Decreased Positions :
38
-302,443
-8.43%
 
Closed Positions :
4
-21,656
-0.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ameritas Advisory Services LLC 12 - 2024-03-31 725,841 $33,787,000 204,896
   EP WEALTH ADVISORS, INC. 85 - 2024-03-31 399,954 $18,618,000 16,745
   Private Advisor Group LLC 294 - 2024-03-31 193,492 $9,007,000 8,060
   LPL FINANCIAL CORP 1543 - 2024-03-31 152,495 $7,099,000 17,298
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 877 - 2024-03-31 129,440 $6,025,000 46,202
   Advisor Group Holdings Inc. 937 - 2024-03-31 125,751 $5,854,000 1,695
   Goss Wealth Management LLC 493 - 2024-03-31 75,055 $3,494,000 1,771
   Kestra Advisory Services LLC 743 - 2024-03-31 58,921 $2,743,000 20,645
   ENVESTNET ASSET MANAGEMENT INC 2681 - 2024-03-31 35,294 $1,643,000 12,794
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1749 - 2024-03-31 34,356 $1,599,000 71
   LINCOLN NATIONAL CORP 407 - 2024-03-31 31,095 $1,447,000 5,516
   Cetera Investment Advisers 1918 - 2024-03-31 26,012 $1,211,000 9,894
   STIFEL FINANCIAL CORP 2505 - 2024-03-31 12,522 $583,000 1,254
   Arkadios Wealth Advisors 360 - 2024-03-31 12,059 $561,000 40
   Integrated Wealth Concepts LLC 1028 - 2024-03-31 11,162 $520,000 1,335
   JAFFETILCHIN INVESTMENT PARTNERS LLC 210 - 2024-03-31 10,656 $496,000 12
   ROYAL BANK OF CANADA 3610 - 2024-03-31 8,575 $399,000 5,159
   Sigma Planning Corp 858 - 2024-03-31 8,174 $381,000 8,174
   PFG Advisors 536 - 2024-03-31 6,099 $284,000 9
   Western Wealth Management LLC 528 - 2024-03-31 5,944 $277,000 16
   CWM LLC 1600 - 2024-03-31 3,462 $161,000 2,188
  21 Records found
  1    
  Page 1 of 1
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