Bank of Montreal
FBOT icon

Bank of Montreal’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Bank of Montreal’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 		$8.28K Sell
250
-211
-46% -$7.44K ﹤0.01% 3586
2025
Q4 		$15.4K Buy
461
+211
+84% +$6.97K ﹤0.01% 3379
2025
Q3 		$8.19K Hold
250
– – ﹤0.01% 3376
2025
Q2 		$7.5K Hold
250
– – ﹤0.01% 3377
2025
Q1 		$6.49K Hold
250
– – ﹤0.01% 3340
2024
Q4 		$7.06K Hold
250
– – ﹤0.01% 3370
2024
Q3 		$6.75K Hold
250
– – ﹤0.01% 3686
2024
Q2 		$6.65K Hold
250
– – ﹤0.01% 3691
2024
Q1 		$6.7K Buy
+250
New +$6.33K ﹤0.01% 3716

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

Bank of Montreal's FBOT Position: Q1 2026 in Review

Bank of Montreal reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 46% in Q1 2026, selling an estimated $7.44K and leaving 250 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

Bank of Montreal first reported a position in FBOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.4K in Q4 2025. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • Bank of Montreal held 250 shares of Fidelity Disruptive Automation ETF worth $8.28K as of Q1 2026.
  • Bank of Montreal sold 211 Fidelity Disruptive Automation ETF shares in Q1 2026, an estimated $7.44K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3586 holding.
  • Bank of Montreal first reported a position in Fidelity Disruptive Automation ETF in Q1 2024 and has held it in 9 quarters since.
  • Bank of Montreal's Fidelity Disruptive Automation ETF position peaked at $15.4K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.