AF
FBOT icon

Allworth Financial’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Allworth Financial’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5K Buy
409
+211
+107% +$7.44K ﹤0.01% 3283
2025
Q4 		$6.59K Buy
198
+194
+4,850% +$6.41K ﹤0.01% 3544
2025
Q3 		$146 Buy
+4
New +$126 ﹤0.01% 4633
2025
Q2 		– Sell
-17
Closed -$466 – 4538
2025
Q1 		$447 Buy
+17
New +$483 ﹤0.01% 3712

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Allworth Financial's FBOT Position: Q1 2026 in Review

Allworth Financial increased its Fidelity Disruptive Automation ETF (FBOT) stake by 107% in Q1 2026, buying an estimated $7.44K and bringing the position to 409 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Allworth Financial first reported a position in FBOT in Q1 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • Allworth Financial held 409 shares of Fidelity Disruptive Automation ETF worth $13.5K as of Q1 2026.
  • Allworth Financial bought 211 Fidelity Disruptive Automation ETF shares in Q1 2026, an estimated $7.44K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3283 holding.
  • Allworth Financial first reported a position in Fidelity Disruptive Automation ETF in Q1 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.