AWM
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AE Wealth Management’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

AE Wealth Management’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
41,682
+4,069
+11% +$155K 0.01% 731
2026
Q1 		$1.25M Buy
37,613
+4,760
+14% +$168K 0.01% 787
2025
Q4 		$1.1M Buy
32,853
+5,677
+21% +$188K 0.01% 773
2025
Q3 		$890K Buy
27,176
+13,878
+104% +$437K 0.01% 786
2025
Q2 		$399K Buy
13,298
+12,872
+3,022% +$353K ﹤0.01% 1006
2025
Q1 		$11.1K Sell
426
-29
-6% -$824 ﹤0.01% 1843
2024
Q4 		$12.8K Buy
+455
New +$12.6K ﹤0.01% 1809

Other funds holding FBOT

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

AE Wealth Management's FBOT Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Disruptive Automation ETF (FBOT) stake by 11% in Q2 2026, buying an estimated $155K and bringing the position to 41,682 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #731.

AE Wealth Management first reported a position in FBOT in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • AE Wealth Management held 41,682 shares of Fidelity Disruptive Automation ETF worth $1.65M as of Q2 2026.
  • AE Wealth Management bought 4,069 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $155K.
  • Fidelity Disruptive Automation ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #731 holding.
  • AE Wealth Management first reported a position in Fidelity Disruptive Automation ETF in Q4 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.