AE Wealth Management
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
Q3 		$1.28M Buy
37,437
+3,173
+9% +$114K 0.01% 848
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

AE Wealth Management's FDFF Position: Q3 2026 in Review

AE Wealth Management increased its Fidelity Disruptive Finance ETF (FDFF) stake by 9.3% in Q3 2026, buying an estimated $114K and bringing the position to 37,437 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #848.

AE Wealth Management first reported a position in FDFF in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold FDFF as of Q3 2026.

  • AE Wealth Management held 37,437 shares of Fidelity Disruptive Finance ETF worth $1.28M as of Q3 2026.
  • AE Wealth Management bought 3,173 Fidelity Disruptive Finance ETF shares in Q3 2026, an estimated $114K.
  • Fidelity Disruptive Finance ETF made up 0.01% of AE Wealth Management's portfolio in Q3 2026, its #848 holding.
  • AE Wealth Management first reported a position in Fidelity Disruptive Finance ETF in Q2 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.