Fidelity Dividend ETF for Rising Rates

FDRR • ARCA

Fidelity Dividend ETF for Rising Rates is an exchange-traded fund on ARCA. As of Q3 2025, 83 institutional investors hold shares in this ETF, with total holdings valued at $107.1M. LPL Financial LLC is the largest holder with a position valued at $15.6M.

Overview

Overview of institutional ownership in FDRR as of Q3 2025

All Institutions

Institutions: 83
Value Held: $107.1M
Shares Held: 1.8M
Avg Position: $1.3M
Median Position: $320.9K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in FDRR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$15.6M 0.00% of portfolio	267.0K shares	Q4 2022 Held for 2y 11m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$13.6M 0.00% of portfolio	231.3K shares	Q4 2022 Held for 2y 11m	$1.33T
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$10.5M 0.05% of portfolio	179.1K shares	Q4 2022 Held for 2y 11m	$20.3B
A Advisor Group Holdings, Inc. Institution	-	$6.7M 0.01% of portfolio	115.6K shares	Q4 2022 Held for 2y 11m	$71.0B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$5.2M 0.02% of portfolio	89.2K shares	Q4 2022 Held for 2y 11m	$21.8B
Geneva Partners, LLC RIA/Wealth	Steven Perry Schwefel Managing Partner	$5.2M 1.91% of portfolio	89.1K shares	Q4 2022 Held for 2y 11m	$272.8M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.8M 0.00% of portfolio	82.5K shares	Q4 2022 Held for 2y 11m	$1.65T
UBS Group AG Institution	Sergio P. Ermotti CEO	$4.1M 0.00% of portfolio	69.2K shares	Q4 2022 Held for 2y 11m	$511.54B
FMR LLC Institution	-	$3.8M 0.00% of portfolio	64.2K shares	Q2 2024 Held for 1y 5m	$1.92T
Sugar Maple Asset Management, LLC RIA/Wealth	Jeremy Paul Schwab President	$3.2M 2.35% of portfolio	55.3K shares	Q2 2024 Held for 1y 5m	$138.1M

Net Capital Flow

Institutional buying and selling activity for FDRR in Q3 2025

Traded: +$5.2M
Buyers: 40
Sellers: 34
Total Bought: +$12.7M
Total Sold: −$7.5M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$2.0M +33.9K shares	$15.6M 267.0K shares
Goss Wealth Management LLC RIA/Wealth	+$1.9M +32.5K shares	$5.2M 89.2K shares
Lido Advisors, LLC RIA/Wealth	+$1.8M +31.2K shares	$1.8M 31.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$1.1M +-2.5K shares	$1.1M 17.9K shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	+$967.8K +16.5K shares	$1.4M 23.8K shares
Cetera Investment Advisers RIA/Wealth	+$719.8K +12.3K shares	$3.2M 54.0K shares
PFG Advisors RIA/Wealth	+$521.8K +8.9K shares	$521.8K 8.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$500.0K +8.5K shares	$2.9M 49.1K shares
Mutual Advisors, LLC RIA/Wealth	+$447.4K +7.6K shares	$447.4K 7.6K shares
FMR LLC Institution	+$357.0K +6.1K shares	$3.8M 64.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.8M −30.9K shares	$2.5M 42.6K shares
Kestra Advisory Services, LLC RIA/Wealth	−$1.2M −20.6K shares	$2.0M 34.1K shares
JPMORGAN CHASE & CO Institution	−$659.6K −11.3K shares	$778.4K 13.3K shares
SYKON CAPITAL LLC RIA/Wealth	−$526.2K −9.7K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$486.0K −8.3K shares	$281.5K 4.8K shares
A Advisor Group Holdings, Inc. Institution	−$389.8K −6.7K shares	$6.7M 115.6K shares
J JANE STREET GROUP, LLC Institution	−$294.0K −5.0K shares	$215.1K 3.7K shares
FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth	−$292.6K −5.0K shares	$1.2M 20.4K shares
UBS Group AG Institution	−$291.7K −5.0K shares	$4.1M 69.2K shares
G GTS SECURITIES LLC Institution	−$259.3K −4.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FDRR in Q3 2025

New Positions: 8
New Value: $2.1M
Exited Positions: 6
Exited Value: $1.0M

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$1.1M 17.9K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	$339.2K 5.8K shares
NAPLES GLOBAL ADVISORS, LLC RIA/Wealth	$326.0K 5.6K shares
N NWAM LLC Institution	$298.9K 5.1K shares
Cornerstone Planning Group LLC RIA/Wealth	$49.2K 820.0 shares
Rockefeller Capital Management L.P. Long Only Manager	$24.4K 416.0 shares
Rossmore Private Capital RIA/Wealth	$3.1K 53.0 shares
F FLOW TRADERS U.S. LLC Institution	- - shares

Exited Positions

Institution	Previous Position
SYKON CAPITAL LLC RIA/Wealth	$526.2K 9.7K shares
G GTS SECURITIES LLC Institution	$259.3K 4.8K shares
Dentgroup LLC RIA/Wealth	$232.2K 4.3K shares
H HUNTINGTON NATIONAL BANK Long Only Manager	$19.0K - shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$4.1K 72.0 shares
F FLOW TRADERS U.S. LLC Institution	- 6.9K shares

Options Activity

Institutions with the largest Call and Put options positions in FDRR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FDRR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sugar Maple Asset Management, LLC RIA/Wealth	Jeremy Paul Schwab President	2.35% $3.2M	55.3K shares	Q2 2024 Held for 1y 5m	$138.1M
Geneva Partners, LLC RIA/Wealth	Steven Perry Schwefel Managing Partner	1.91% $5.2M	89.1K shares	Q4 2022 Held for 2y 11m	$272.8M
Stonebridge Financial Planning Group, LLC RIA/Wealth	Dianne Marie Webb President	0.41% $1.1M	18.4K shares	Q4 2022 Held for 2y 11m	$266.3M
FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth	Thomas Allen Goldsmith President	0.40% $1.2M	20.4K shares	Q4 2024 Held for 11 months	$303.3M
Herold Advisors, Inc. RIA/Wealth	Lawrence Stephen Herold CEO	0.17% $722.2K	12.3K shares	Q4 2022 Held for 2y 11m	$430.9M
BROWN, LISLE/CUMMINGS, INC. RIA/Wealth	Scott Sawyer Lisle President	0.17% $643.3K	11.0K shares	Q4 2021 Held for 3y 11m	$389.8M
M MFA Wealth Services RIA/Wealth	Christopher D Mattern President	0.15% $221.3K	3.8K shares	Q4 2024 Held for 11 months	$142.9M
P PKS Advisory Services, LLC RIA/Wealth	Pamela Sue Young President	0.14% $601.0K	9.7K shares	Q4 2024 Held for 11 months	$426.5M
Snider Financial Group RIA/Wealth	Monte Lee Snider President	0.11% $406.3K	6.9K shares	Q4 2024 Held for 11 months	$366.6M
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Brent Anthony Owens President	0.09% $1.4M	23.8K shares	Q4 2022 Held for 2y 11m	$1.5B