Public ownership evidence

Fidelity Dividend ETF for Rising Rates (FDRR) Ownership Disclosures

Read FDRR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Fidelity Dividend ETF for Rising Rates: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
6,652
Value (USD)
$431,561
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FDRR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FDRR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,652$431,561None
Equitable Holdings, Inc.2026-06-302026-08-187,483$485,524None
Glen Eagle Advisors, LLC2026-06-302026-08-1580$5,190None
Mutual Advisors, LLC2026-06-302026-08-157,703$499,754None
Ameritas Advisory Services, LLC2026-06-302026-08-151,092,623$70,889,363None
Western Wealth Management, LLC2026-06-302026-08-153,693$239,590None
Qube Research & Technologies Ltd2026-06-302026-08-15196$12,716None
IFG Advisory, LLC2026-06-302026-08-15843$54,670None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,470$160,224None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,479$290,598None
OSAIC HOLDINGS, INC.2026-06-302026-08-15111,148$7,213,472None
JANE STREET GROUP, LLC2026-06-302026-08-1521,140$1,371,563None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,140$657,883None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$66None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15102$6,618None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1559$3,828None
&PARTNERS2026-06-302026-08-1525,275$1,618,968None
ROYAL BANK OF CANADA2026-06-302026-08-151,900$123,000None
CITADEL ADVISORS LLC2026-06-302026-08-1542,450$2,754,156None
Larson Financial Group LLC2026-06-302026-08-151,991$129,165None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1522,683$1,471,673None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1539,973$2,593,450None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,089$459,934None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15949$61,586None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15177$11,484None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1565,660$4,260,021None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15169,416$10,991,705None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-144,604$298,730None
UBS Group AG2026-06-302026-08-1463,146$4,096,912None
Creative Planning2026-06-302026-08-1412,277$796,564None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14416$26,990None
Beck Bode, LLC2026-06-302026-08-147,789$505,350None
VANGUARD ADVISERS INC2026-06-302026-08-1446$3,006None
MORGAN STANLEY2026-06-302026-08-1466$4,282None
MORGAN STANLEY2026-06-302026-08-141$72None
MORGAN STANLEY2026-06-302026-08-1472,850$4,726,566None
FMR LLC2026-06-302026-08-1487,200$5,657,514None
NORTHERN TRUST CORP2026-06-302026-08-143,160$205,021None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1378$5,432None
Integrated Wealth Concepts LLC2026-06-302026-08-139,537$618,823None
Cetera Investment Advisers2026-06-302026-08-13107,187$6,954,262None
EP Wealth Advisors, LLC2026-06-302026-08-13278,867$18,092,905None
NewEdge Advisors, LLC2026-06-302026-08-1388,964$5,771,981None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-139,411$610,586None
BANK OF MONTREAL /CAN/2026-06-302026-08-1375$4,866None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,154$139,777None
JPMORGAN CHASE & CO2026-06-302026-08-13387$25,109None
JPMORGAN CHASE & CO2026-06-302026-08-1344$2,855None
JPMORGAN CHASE & CO2026-06-302026-08-1357,782$3,748,945None
SHP Wealth Management2026-06-302026-08-121,005$65,206None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗Glen Eagle Advisors, LLC ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗Qube Research & Technologies Ltd ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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