AWM
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Activest Wealth Management’s Fidelity Disruptors ETF FDIF Stock Holding History

Activest Wealth Management’s Portfolio FDIF Stock Details FDIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-79
Closed -$2.64K – 358
2023
Q2 		$2.64K Buy
+79
New +$1.95K ﹤0.01% 255

Other funds holding FDIF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Activest Wealth Management's FDIF Position: Q3 2023 in Review

Activest Wealth Management sold out of Fidelity Disruptors ETF (FDIF) in Q3 2023, closing a stake of 79 shares — an estimated $2.64K sold.

Activest Wealth Management first reported a position in FDIF in Q2 2023 and held it in 1 quarter. The position peaked at $2.64K in Q2 2023. 15 funds tracked by Wall St. Rank hold FDIF as of Q3 2023.

  • Activest Wealth Management reported no remaining Fidelity Disruptors ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 79 Fidelity Disruptors ETF shares in Q3 2023, an estimated $2.64K.
  • Activest Wealth Management first reported a position in Fidelity Disruptors ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's Fidelity Disruptors ETF position peaked at $2.64K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.