Barrett & Company’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

Barrett & Company’s Portfolio FDIG Stock Details FDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19K	Hold	450	–	–	0.01%	418
2026 Q2	$19.2K	Hold	450	–	–	0.01%	435
2026 Q1	$14.8K	Hold	450	–	–	0.01%	435
2025 Q4	$17.3K	Hold	450	–	–	0.01%	423
2025 Q3	$22.1K	Buy	+450	New	+$18.2K	0.01%	402

Other funds holding FDIG

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Barrett & Company's FDIG Position: Q3 2026 in Review

Barrett & Company held its Fidelity Crypto Industry and Digital Payments ETF (FDIG) position steady in Q3 2026 at 450 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #418.

Barrett & Company first reported a position in FDIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.1K in Q3 2025. 12 funds tracked by Wall St. Rank hold FDIG as of Q3 2026.

Barrett & Company held 450 shares of Fidelity Crypto Industry and Digital Payments ETF worth $19K as of Q3 2026.
Barrett & Company left its Fidelity Crypto Industry and Digital Payments ETF share count unchanged in Q3 2026.
Fidelity Crypto Industry and Digital Payments ETF made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #418 holding.
Barrett & Company first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q3 2025 and has held it in 5 quarters since.
Barrett & Company's Fidelity Crypto Industry and Digital Payments ETF position peaked at $22.1K in Q3 2025.
12 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.