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Get Institutions for : 
Fidelity Dividend Etf For Rising Rates (FDRR)  
$47.29 0.02 (0.04%) as of 4:30 Fri 5/17


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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 : 
 $39.59  
Last Quarter's Ending Price : 
 $43.91  
Last Quarter's Average Price : 
 $41.10  
Change from last quarter's     
avg. price to the last closing  : 
6.19 (15.06%)  




 
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: 3-31-2022 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 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
   COMMONWEALTH EQUITY SERVICES LLC. 553 - 2024-03-31 366,719 $17,071,000 -54,699
   BANK OF AMERICA CORP /DE/ 2282 - 2024-03-31 270,650 $12,599,000 -32,594
   Lehman & Derafelo Financial Resources LLC 7 - 2022-12-31 263,357 $10,495,000 -37,044
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 772 - 2024-03-31 102,418 $4,768,000 -789
   JANE STREET GROUP LLC 1346 - 2024-03-31 98,685 $4,594,000 -280,905
   MORGAN STANLEY 3958 - 2024-03-31 89,356 $4,160,000 -3,865
   UBS Group AG 2349 - 2024-03-31 88,687 $4,128,000 -24,661
   Geneva Partners LLC 26 - 2024-03-31 85,856 $3,997,000 -1,131
   Beck Bode LLC 43 - 2023-12-31 81,204 $3,566,000 -6,154
   Goss Wealth Management LLC 493 - 2024-03-31 75,055 $3,494,000 1,771
   Atria Wealth Solutions Inc. 483 - 2024-03-31 65,627 $3,055,000 -3,216
   Sugar Maple Asset Management LLC 13 - 2024-03-31 65,354 $3,042,000 0
   FMR LLC 2071 - 2024-03-31 62,642 $2,916,000 -2,581
   Kestra Advisory Services LLC 743 - 2024-03-31 58,921 $2,743,000 20,645
   RAYMOND JAMES & ASSOCIATES 2200 - 2024-03-31 39,066 $1,819,000 -218
   Ahrens Investment Partners LLC 29 - 2023-03-31 40,674 $1,654,000 -2,146
   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
   Lido Advisors LLC 475 - 2024-03-31 30,493 $1,419,000 -9,368
   MML INVESTORS SERVICES LLC 1273 - 2024-03-31 27,067 $1,260,000 -430
   Mascoma Wealth Management LLC 28 - 2024-03-31 25,488 $1,186,000 -13,377
   Summit X LLC 78 - 2024-03-31 22,625 $1,053,000 -924
   CITADEL ADVISORS LLC 3095 - 2024-03-31 20,932 $974,000 -25,963
   MULTIFINANCIAL SECURITIES CORP 1204 *New 2024-03-31 19,736 $919,000 19,736
   Stonebridge Financial Planning Group LLC 61 - 2024-03-31 18,973 $883,000 -233
   Gladstone Institutional Advisory LLC 332 - 2024-03-31 16,037 $747,000 1
   J.W. COLE ADVISORS INC. 420 - 2024-03-31 15,382 $716,000 -917
   Integrated Advisors Network LLC 399 - 2024-03-31 13,300 $619,000 0
   STIFEL FINANCIAL CORP 2505 - 2024-03-31 12,522 $583,000 1,254
   Herold Advisors Inc. 161 - 2024-03-31 12,320 $573,000 0
   Arkadios Wealth Advisors 360 - 2024-03-31 12,059 $561,000 40
   LJI Wealth Management LLC 73 - 2024-03-31 11,693 $544,000 -390
   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
   H D Vest Advisory Services 1147 - 2024-03-31 8,610 $401,000 -4,471
   ROYAL BANK OF CANADA 3610 - 2024-03-31 8,575 $399,000 5,159
   PRINCIPAL SECURITIES INC. 755 - 2024-03-31 8,565 $399,000 -95
   Sigma Planning Corp 858 - 2024-03-31 8,174 $381,000 8,174
   Sunbelt Securities Inc. 380 - 2024-03-31 7,984 $372,000 -159
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1390 - 2024-03-31 6,503 $303,000 -438
   AXXCESS WEALTH MANAGEMENT LLC 664 - 2024-03-31 6,391 $298,000 -30
   PFG Advisors 536 - 2024-03-31 6,099 $284,000 9
   FINANCIAL NETWORK 2332 - 2024-03-31 6,003 $279,000 -952
   Western Wealth Management LLC 528 - 2024-03-31 5,944 $277,000 16
   180 WEALTH ADVISORS LLC 314 - 2024-03-31 5,845 $272,000 -60
   OLD MISSION CAPITAL LLC 715 - 2024-03-31 5,753 $268,000 -23,615
   F3Logic LLC 149 - 2022-12-31 6,630 $264,000 -585
   Gallagher Benefit Services Inc. 149 - 2022-12-31 6,630 $264,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 359 - 2024-03-31 5,604 $261,000 -5,053
   Glass Jacobson Investment Advisors llc 194 - 2024-03-31 5,490 $256,000 -535
   PRIMORIS WEALTH ADVISORS LLC 82 - 2024-03-31 5,393 $251,000 -3,418
   GOLDMAN SACHS GROUP INC/ 4174 - 2024-03-31 5,325 $248,000 0
   HBW Advisory Services LLC 262 - 2024-03-31 5,542 $243,000 0
   Toroso Investments LLC 1495 *New 2024-03-31 4,905 $228,000 4,905
   CoreCap Advisors LLC 530 - 2023-12-31 4,937 $217,000 -906
   WEDBUSH MORGAN SECURITIES INC 1053 - 2024-03-31 4,587 $214,000 0
   SYNOVUS FINANCIAL CORP 804 *New 2024-03-31 4,523 $211,000 4,523
   BB&T CORP 2434 - 2024-03-31 4,528 $211,000 -722
   ST GERMAIN D J CO INC 274 - 2024-03-31 3,713 $173,000 0
   CWM LLC 1600 - 2024-03-31 3,462 $161,000 2,188
   Emerald Investment Partners LLC 291 - 2024-03-31 3,206 $149,000 0
   Element Wealth LLC 154 - 2024-03-31 2,599 $121,000 0
   Geneos Wealth Management Inc. 944 - 2024-03-31 1,600 $74,000 0
   HANSON MCCLAIN, INC. 1133 *New 2024-03-31 1,537 $72,000 1,537
   IFP Advisors Inc 1411 - 2023-12-31 1,463 $64,000 -778
   PROEQUITIES INC. 1141 - 2024-03-31 1,180 $55,000 0
   Atlantic Trust Group LLC 1694 *New 2024-03-31 1,046 $48,000 1,046
   AdvisorNet Financial Inc 824 - 2024-03-31 1,003 $47,000 0
   COLONIAL ASSET MANAGEMENT, INC. 430 - 2024-03-31 516 $24,000 0
   J P MORGAN CHASE & CO 4898 - 2024-03-31 515 $24,000 -184
   HARBOUR INVESTMENTS INC. 1832 - 2023-12-31 504 $22,000 -68
   ARMSTRONG ADVISORY GROUP INC 470 - 2024-03-31 493 $22,000 0
   GAMMA Investing LLC 1664 *New 2024-03-31 403 $19,000 403
   Cape Investment Advisory Inc. 562 - 2023-12-31 379 $17,000 0
   Ronald Blue Trust Inc. 1312 *New 2024-03-31 350 $16,000 350
   Column Capital Advisors LLC 467 - 2023-09-30 402 $16,000 -198
   COMERICA BANK 3090 - 2024-03-31 300 $14,000 0
   Continuum Advisory LLC 871 *New 2024-03-31 272 $13,000 272
   Migdal Insurance & Financial Holdings Ltd. 341 - 2024-03-31 180 $8,000 0
   Spectrum Wealth Counsel LLC 303 - 2024-03-31 127 $6,000 0
   BANK OF MONTREAL /CAN/ 3292 - 2024-03-31 75 $3,000 -45,008
   Federation des caisses Desjardins du Quebec 2084 - 2024-03-31 50 $2,000 0
   HighMark Wealth Management LLC 493 - 2024-03-31 26 $1,000 0
   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
   Cetera Investment Advisers 1862 *Closed 2024-03-31 0 $0 -16,118
   ADVISORY SERVICES NETWORK, LLC 3170 *Closed 2024-03-31 0 $0 -1,236
   WELLS FARGO & CO/MN 6683 - 2024-03-31 0 $0 0
   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
  99 Records found
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