AWM
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Avior Wealth Management’s Fidelity Disruptors ETF FDIF Stock Holding History

Avior Wealth Management’s Portfolio FDIF Stock Details FDIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,827
Closed -$52.5K – 2763
2024
Q1 		$52.5K Buy
+1,827
New +$50.2K ﹤0.01% 1213

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KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SFA
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PA
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Avior Wealth Management's FDIF Position: Q2 2024 in Review

Avior Wealth Management sold out of Fidelity Disruptors ETF (FDIF) in Q2 2024, closing a stake of 1,827 shares — an estimated $52.5K sold.

Avior Wealth Management first reported a position in FDIF in Q1 2024 and held it in 1 quarter. The position peaked at $52.5K in Q1 2024. 19 funds tracked by Wall St. Rank hold FDIF as of Q2 2024.

  • Avior Wealth Management reported no remaining Fidelity Disruptors ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,827 Fidelity Disruptors ETF shares in Q2 2024, an estimated $52.5K.
  • Avior Wealth Management first reported a position in Fidelity Disruptors ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Fidelity Disruptors ETF position peaked at $52.5K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.