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Albion Financial Group’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Albion Financial Group’s Portfolio FDRV Stock Details FDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-490
Closed -$6.39K – 601
2025
Q1 		$6.39K Buy
+490
New +$6.76K ﹤0.01% 397

Other funds holding FDRV

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Albion Financial Group's FDRV Position: Q2 2025 in Review

Albion Financial Group sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q2 2025, closing a stake of 490 shares — an estimated $6.39K sold.

Albion Financial Group first reported a position in FDRV in Q1 2025 and held it in 1 quarter. The position peaked at $6.39K in Q1 2025. 12 funds tracked by Wall St. Rank hold FDRV as of Q2 2025.

  • Albion Financial Group reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q2 2025 after selling out during the quarter.
  • Albion Financial Group sold 490 Fidelity Electric Vehicles and Future Transportation ETF shares in Q2 2025, an estimated $6.39K.
  • Albion Financial Group first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q1 2025 and held it in 1 quarter.
  • Albion Financial Group's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $6.39K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.