AWM
FDFF icon

AE Wealth Management’s Fidelity Disruptive Finance ETF FDFF Stock Holding History

AE Wealth Management’s Portfolio FDFF Stock Details FDFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
34,264
+5,560
+19% +$184K 0.01% 865
2026
Q1 		$898K Buy
28,704
+3,656
+15% +$123K ﹤0.01% 864
2025
Q4 		$892K Buy
25,048
+4,824
+24% +$170K 0.01% 841
2025
Q3 		$732K Buy
20,224
+10,260
+103% +$387K ﹤0.01% 836
2025
Q2 		$381K Buy
+9,964
New +$358K ﹤0.01% 1019

Other funds holding FDFF

PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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

AE Wealth Management increased its Fidelity Disruptive Finance ETF (FDFF) stake by 19% in Q2 2026, buying an estimated $184K and bringing the position to 34,264 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #865.

AE Wealth Management first reported a position in FDFF in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold FDFF as of Q2 2026.

  • AE Wealth Management held 34,264 shares of Fidelity Disruptive Finance ETF worth $1.13M as of Q2 2026.
  • AE Wealth Management bought 5,560 Fidelity Disruptive Finance ETF shares in Q2 2026, an estimated $184K.
  • Fidelity Disruptive Finance ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #865 holding.
  • AE Wealth Management first reported a position in Fidelity Disruptive Finance ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q2 2026.

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