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Beam Wealth Advisors’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Beam Wealth Advisors’s Portfolio FDTX Stock Details FDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,174
Closed -$205K – 117
2023
Q4 		$205K Buy
+7,174
New +$183K 0.13% 100

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Beam Wealth Advisors's FDTX Position: Q1 2024 in Review

Beam Wealth Advisors sold out of Fidelity Disruptive Technology ETF (FDTX) in Q1 2024, closing a stake of 7,174 shares — an estimated $205K sold.

Beam Wealth Advisors first reported a position in FDTX in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 14 funds tracked by Wall St. Rank hold FDTX as of Q1 2024.

  • Beam Wealth Advisors reported no remaining Fidelity Disruptive Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 7,174 Fidelity Disruptive Technology ETF shares in Q1 2024, an estimated $205K.
  • Beam Wealth Advisors first reported a position in Fidelity Disruptive Technology ETF in Q4 2023 and held it in 1 quarter.
  • Beam Wealth Advisors's Fidelity Disruptive Technology ETF position peaked at $205K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2024.

Based on Beam Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.