IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity DIV ETF Rise Rates (FDRR)

CUSIP: 316092832 | NYSE | 268 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC137,921
0.0% of portfolio›$9.4M
Charter Capital Management, Llc\de134,382
4.2% of portfolio›$9.2M
Geneva Partners, LLC88,371
1.8% of portfolio›$6.0M
Cambridge Investment Research Advisors, Inc.85,310
0.0% of portfolio›$5.8M
Kestra Advisory Services, LLC74,926
0.0% of portfolio›$5.1M
Sugar Maple Asset Management, LLC53,130
2.1% of portfolio›$3.6M
Midwest Financial Network, LLC50,907
2.4% of portfolio›$3.5M
Synergy Asset Management, LLC34,195
0.2% of portfolio›$2.3M
Lido Advisors, LLC31,850
0.0% of portfolio›$2.2M
Creative Financial Designs Inc29,880
0.1% of portfolio›$2.0M
PFG Advisors25,423
0.1% of portfolio›$1.7M
Flagship Wealth Advisors, LLC15,112
0.2% of portfolio›$1.0M
Moneco Advisors, LLC13,000
0.1% of portfolio›$886.5K
Integrated Advisors Network LLC12,850
0.0% of portfolio›$876.2K
Creative Planning12,255
0.0% of portfolio›$835.7K
Landaas & Co11,008
0.1% of portfolio›$750.6K
Park Avenue Securities LLC10,930
0.0% of portfolio›$745.0K
Herold Advisors, Inc.10,270
0.1% of portfolio›$700.3K
Wealth Enhancement Advisory Services, LLC10,255
0.0% of portfolio›$710.7K
Brown, Lisle Ings, Inc.10,150
0.2% of portfolio›$692.1K
J.W. Cole Advisors, Inc.7,869
0.0% of portfolio›$536.6K
CDM Financial Counseling Services, Inc.7,850
0.5% of portfolio›$535.3K
Farther Finance Advisors, LLC7,572
0.0% of portfolio›$516.3K
Independent Financial Group, LLC6,366
0.0% of portfolio›$434.1K
Axxcess Wealth Management, LLC6,336
0.0% of portfolio›$432.1K
Sigma Planning Corp6,036
0.0% of portfolio›$411.6K
LJI Wealth Management, LLC5,391
0.1% of portfolio›$367.6K
Naples Global Advisors, LLC5,262
0.0% of portfolio›$358.8K
PKS Advisory Services, LLC5,062
0.1% of portfolio›$328.5K
CoreCap Advisors, LLC4,745
0.0% of portfolio›$323.6K
Mascoma Wealth Management LLC4,474
0.1% of portfolio›$305.1K
Csenge Advisory Group4,463
0.0% of portfolio›$304.4K
HBW Advisory Services LLC4,346
0.0% of portfolio›$296.3K
Truist Financial Corp4,149
0.0% of portfolio›$282.9K
Glass Jacobson Investment Advisors llc4,070
0.1% of portfolio›$277.5K
Perryman Financial Advisory Inc3,980
0.0% of portfolio›$271.4K
MFA Wealth Services3,482
0.1% of portfolio›$237.5K
ShoreHaven Wealth Partners, LLC3,452
0.1% of portfolio›$235.4K
BXM Wealth LLC3,200
0.1% of portfolio›$218.2K
Cullen T Bankers, Inc.3,082
0.0% of portfolio›$210.2K
IFP Advisors, Inc2,039
0.0% of portfolio›$139.0K
Larson Financial Group LLC1,913
0.0% of portfolio›$130.5K
Monetary Solutions, Ltd1,193
0.1% of portfolio›$81.4K
Next Level Wealth Planning, LLC1,088
0.0% of portfolio›$74.2K
Fifth Third Bancorp901
0.0% of portfolio›$61.4K
CX Institutional624
0.0% of portfolio›$43
Concord Wealth Partners509
0.0% of portfolio›$34.7K
Birchwood Financial Partners, Inc.436
0.0% of portfolio›$29.7K
Gamma Investing LLC403
0.0% of portfolio›$27.5K
Cape Investment Advisory, Inc.379
0.0% of portfolio›$25.8K
Assetmark, Inc325
0.0% of portfolio›$22.2K
Latitude Advisors, LLC254
0.0% of portfolio›$17.3K
Compass Financial Management LLC78
0.0% of portfolio›$5.3K
Triumph Capital Management52
0.0% of portfolio›$3.5K
Roxbury Financial LLC14
0.0% of portfolio›$972
Signature Equity Partners, LLC10
0.0% of portfolio›$682
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
137,921$9.4M0.0%ETFLowWaltham, MA2026-11-02
Charter Capital Management, Llc\de
134,382$9.2M4.2%ETFVery LowBrookfield, WI2026-10-28
Geneva Partners, LLC
88,371$6.0M1.8%MomentumHighLake Geneva, WI2026-10-26
Cambridge Investment Research Advisors, Inc.
85,310$5.8M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
74,926$5.1M0.0%CoreLowAustin, TX2026-11-02
Sugar Maple Asset Management, LLC
53,130$3.6M2.1%ETFMediumSister Bay, WI2026-10-13
Midwest Financial Network, LLC
50,907$3.5M2.4%ETFHighTinley Park, IL2026-10-13
Synergy Asset Management, LLC
34,195$2.3M0.2%GrowthHighVancouver, WA2026-11-05
Lido Advisors, LLC
31,850$2.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Creative Financial Designs Inc
29,880$2.0M0.1%ETFMediumKokomo, IN2026-11-04
PFG Advisors
25,423$1.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Flagship Wealth Advisors, LLC
15,112$1.0M0.2%ETFLowWakefield, MA2026-11-03
Moneco Advisors, LLC
13,000$886.5K0.1%ETFLowFairfield, CT2026-11-05
Integrated Advisors Network LLC
12,850$876.2K0.0%GrowthMediumDallas, TX2026-10-20
Creative Planning
12,255$835.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Landaas & Co
11,008$750.6K0.1%ETFVery LowMilwaukee, WI2026-10-29
Park Avenue Securities LLC
10,930$745.0K0.0%ETFMediumNew York, NY2026-10-26
Herold Advisors, Inc.
10,270$700.3K0.1%CoreLowNew York, NY2026-10-19
Wealth Enhancement Advisory Services, LLC
10,255$710.7K0.0%CoreLowPlymouth, MN2026-10-13
Brown, Lisle Ings, Inc.
10,150$692.1K0.2%CoreVery LowProvidence, RI2026-10-16
J.W. Cole Advisors, Inc.
7,869$536.6K0.0%IndexLowTampa, FL2026-11-05
CDM Financial Counseling Services, Inc.
7,850$535.3K0.5%ETFVery LowNorwich, CT2026-10-15
Farther Finance Advisors, LLC
7,572$516.3K0.0%IndexLowSan Francisco, CA2026-10-08
Independent Financial Group, LLC
6,366$434.1K0.0%GrowthLowSan Diego, CA2026-10-13
Axxcess Wealth Management, LLC
6,336$432.1K0.0%CoreLowCarlsbad, CA2026-10-21
Sigma Planning Corp
6,036$411.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
LJI Wealth Management, LLC
5,391$367.6K0.1%ETFLowIndianapolis, IN2026-10-28
Naples Global Advisors, LLC
5,262$358.8K0.0%CoreVery LowNaples, FL2026-11-05
PKS Advisory Services, LLC
5,062$328.5K0.1%ETFMediumAlbany, NY2026-10-26
CoreCap Advisors, LLC
4,745$323.6K0.0%ETFMediumSouthfield, MI2026-10-08
Mascoma Wealth Management LLC
4,474$305.1K0.1%ETFVery LowHanover, NH2026-10-23
Csenge Advisory Group
4,463$304.4K0.0%ETFMediumClearwater, FL2026-11-04
HBW Advisory Services LLC
4,346$296.3K0.0%ETFMediumSimi Valley, CA2026-10-15
Truist Financial Corp
4,149$282.9K0.0%CoreLowCharlotte, NC2026-10-30
Glass Jacobson Investment Advisors llc
4,070$277.5K0.1%ETFLowOwings Mills, MD2026-10-26
Perryman Financial Advisory Inc
3,980$271.4K0.0%GrowthVery LowDallas, TX2026-10-16
MFA Wealth Services
3,482$237.5K0.1%ETFLowThousand Oaks, CA2026-10-14
ShoreHaven Wealth Partners, LLC
3,452$235.4K0.1%ETFMediumRed Bank, NJ2026-10-16
BXM Wealth LLC
3,200$218.2K0.1%GrowthLowEnglewood, CO2026-11-03
Cullen T Bankers, Inc.
3,082$210.2K0.0%GrowthLowSan Antonio, TX2026-10-28
IFP Advisors, Inc
2,039$139.0K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
1,913$130.5K0.0%GrowthLowSt Louis, MO2026-11-05
Monetary Solutions, Ltd
1,193$81.4K0.1%ETFVery LowDayton, OH2026-10-22
Next Level Wealth Planning, LLC
1,088$74.2K0.0%ETFVery LowMeridian, ID2026-10-29
Fifth Third Bancorp
901$61.4K0.0%IndexVery LowCincinnati, OH2026-11-05
CX Institutional
624$430.0%CoreMediumAuburn, IN2026-10-02
Concord Wealth Partners
509$34.7K0.0%GrowthLowAbingdon, VA2026-11-02
Birchwood Financial Partners, Inc.
436$29.7K0.0%ETFVery LowBloomington, MN2026-11-02
Gamma Investing LLC
403$27.5K0.0%IndexVery LowFoster City, CA2026-10-08
Cape Investment Advisory, Inc.
379$25.8K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
325$22.2K0.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
254$17.3K0.0%ETFLowYorkville, IL2026-10-27
Compass Financial Management LLC
78$5.3K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
52$3.5K0.0%ETFMediumDenver, CO2026-10-14
Roxbury Financial LLC
14$9720.0%CoreVery LowMount Arlington, NJ2026-10-01
Signature Equity Partners, LLC
10$6820.0%GrowthMediumColumbus, OH2026-10-29