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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
   Delos Wealth Advisors LLC 305 *Closed 2024-03-31 0 $0 -200
   Kuhn & Co Investment Counsel 124 *Closed 2024-03-31 0 $0 -6,614
   ADVISORY SERVICES NETWORK, LLC 3170 *Closed 2024-03-31 0 $0 -1,236
   STEWART & PATTEN CO LLC 94 *Closed 2024-03-31 0 $0 -4,922
   MWA Asset Management 125 *Closed 2024-03-31 0 $0 -7,290
   MERCER GLOBAL ADVISORS INC /ADV 2142 *Closed 2024-03-31 0 $0 -30,430
   Triumph Capital Management 248 *Closed 2024-03-31 0 $0 -9,074

  7 Records found
  1    
  Page 1 of 1
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