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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
   Integrated Advisors Network LLC 399 - 2024-03-31 13,300 $619,000 0
   Herold Advisors Inc. 161 - 2024-03-31 12,320 $573,000 0
   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
   WEDBUSH MORGAN SECURITIES INC 1053 - 2024-03-31 4,587 $214,000 0
   ST GERMAIN D J CO INC 274 - 2024-03-31 3,713 $173,000 0
   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
   PROEQUITIES INC. 1141 - 2024-03-31 1,180 $55,000 0
   AdvisorNet Financial Inc 824 - 2024-03-31 1,003 $47,000 0
   COLONIAL ASSET MANAGEMENT, INC. 430 - 2024-03-31 516 $24,000 0
   ARMSTRONG ADVISORY GROUP INC 470 - 2024-03-31 493 $22,000 0
   Cape Investment Advisory Inc. 562 - 2023-12-31 379 $17,000 0
   COMERICA BANK 3090 - 2024-03-31 300 $14,000 0
   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
   HighMark Wealth Management LLC 493 - 2024-03-31 26 $1,000 0
   WELLS FARGO & CO/MN 6683 - 2024-03-31 0 $0 0

  19 Records found
  1    
  Page 1 of 1
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