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 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 $1.9T AUM 41.92% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BXM Wealth Englewood, Colorado $130M AUM 29.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AE Wealth Management's FDTX Position: Q1 2026 in Review

AE Wealth Management held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q1 2026 at 838 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

AE Wealth Management first reported a position in FDTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.1K in Q4 2025. 39 funds tracked by Wall St. Rank hold FDTX as of Q1 2026.

AE Wealth Management held 838 shares of Fidelity Disruptive Technology ETF worth $30.9K as of Q1 2026.
AE Wealth Management left its Fidelity Disruptive Technology ETF share count unchanged in Q1 2026.
Fidelity Disruptive Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2057 holding.
AE Wealth Management first reported a position in Fidelity Disruptive Technology ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Fidelity Disruptive Technology ETF position peaked at $34.1K in Q4 2025.
39 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.