Fidelity Dividend Ownership
| FDRR Etf | USD 51.43 0.00 0.00% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Fidelity |
Fidelity Etf Ownership Analysis
Fidelity Dividend is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Fidelity Service Company, Inc.. The fund has 131 constituents with avarage daily trading value of 16.6 K. The fund charges 0.15 percent management fee with a total expences of 0.15 percent of total asset. The fund created five year return of 11.0%. Fidelity Dividend ETF retains 99.72% of assets under management (AUM) in equities. This fund last dividend was 0.234 per share. The fund normally invests at least 80 percent of assets in securities included in the underlying index and in depository receipts representing securities included in the underlying index. Fidelity Dividend is traded on NYSEARCA Exchange in the United States. To learn more about Fidelity Dividend ETF call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Dividend , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| BA | The Boeing | Stock | |
| ABBV | AbbVie Inc | Stock | |
| WFC | Wells Fargo | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| QCOM | Qualcomm Incorporated | Stock | |
| PG | Procter Gamble | Stock | |
| PFE | Pfizer Inc | Stock | |
| MSFT | Microsoft | Stock | |
| MRK | Merck Company | Stock | |
| MA | Mastercard | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| HD | Home Depot | Stock | |
| GILD | Gilead Sciences | Stock | |
| CSCO | Cisco Systems | Stock | |
| BMY | Bristol Myers Squibb | Stock | |
| AVGO | Broadcom | Stock | |
| AMGN | Amgen Inc | Stock | |
| AAPL | Apple Inc | Stock | |
| NOKBF | Nokia | Pink Sheet | |
| XOM | Exxon Mobil Corp | Stock | |
| BAC | Bank of America | Stock |
Fidelity Dividend's latest congressional trading
Congressional trading in companies like Fidelity Dividend ETF, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Fidelity Dividend by those in governmental positions are based on the same information available to the general public.
| 2024-06-02 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2024-01-03 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2024-01-02 | Senator Thomas R Carper | Acquired Under $15K | Verify |
Fidelity Dividend Outstanding Bonds
Fidelity Dividend issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Fidelity Dividend ETF uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Fidelity bonds can be classified according to their maturity, which is the date when Fidelity Dividend ETF has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Pair Trading with Fidelity Dividend
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fidelity Dividend position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fidelity Dividend will appreciate offsetting losses from the drop in the long position's value.Moving together with Fidelity Etf
| 0.71 | VTV | Vanguard Value Index | PairCorr |
| 0.86 | VYM | Vanguard High Dividend | PairCorr |
| 0.79 | IWD | iShares Russell 1000 | PairCorr |
| 0.79 | DGRO | iShares Core Dividend | PairCorr |
| 0.75 | IVE | iShares SP 500 | PairCorr |
Moving against Fidelity Etf
| 0.82 | ULE | ProShares Ultra Euro | PairCorr |
| 0.76 | VIIX | VIIX | PairCorr |
| 0.66 | YCL | ProShares Ultra Yen | PairCorr |
| 0.62 | FXY | Invesco CurrencyShares | PairCorr |
| 0.56 | PFFL | ETRACS 2xMonthly Pay | PairCorr |
The ability to find closely correlated positions to Fidelity Dividend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fidelity Dividend when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fidelity Dividend - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fidelity Dividend ETF to buy it.
The correlation of Fidelity Dividend is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fidelity Dividend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Dividend ETF moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fidelity Dividend can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Dividend ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
The market value of Fidelity Dividend ETF is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Dividend's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Dividend's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Dividend's market value can be influenced by many factors that don't directly affect Fidelity Dividend's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.