AE Wealth Management’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

AE Wealth Management’s Portfolio FDTX Stock Details FDTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.6K	Buy	839 +1	+0.1%	+$49	﹤0.01%	2098
2026 Q1	$30.9K	Hold	838	–	–	﹤0.01%	2057
2025 Q4	$34.1K	Hold	838	–	–	﹤0.01%	1923
2025 Q3	$34K	Buy	838 +69	+9%	+$2.71K	﹤0.01%	1796
2025 Q2	$30K	Hold	769	–	–	﹤0.01%	1690
2025 Q1	$24.2K	Sell	769 -35	-4%	-$1.24K	﹤0.01%	1699
2024 Q4	$28.4K	Buy	+804	New	+$28.1K	﹤0.01%	1653

Other funds holding FDTX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

AE Wealth Management increased its Fidelity Disruptive Technology ETF (FDTX) stake by 0.12% in Q2 2026, buying an estimated $49 and bringing the position to 839 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

AE Wealth Management first reported a position in FDTX in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

AE Wealth Management held 839 shares of Fidelity Disruptive Technology ETF worth $48.6K as of Q2 2026.
AE Wealth Management bought 1 Fidelity Disruptive Technology ETF share in Q2 2026, an estimated $49.
Fidelity Disruptive Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2098 holding.
AE Wealth Management first reported a position in Fidelity Disruptive Technology ETF in Q4 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

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