Blue Bell Private Wealth Management’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Blue Bell Private Wealth Management’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53K	Hold	79	–	–	﹤0.01%	674
2026 Q1	$1.3K	Hold	79	–	–	﹤0.01%	672
2025 Q4	$1.29K	Hold	79	–	–	﹤0.01%	665
2025 Q3	$1.4K	Hold	79	–	–	﹤0.01%	662
2025 Q2	$1.17K	Hold	79	–	–	﹤0.01%	664
2025 Q1	$1.03K	Hold	79	–	–	﹤0.01%	664
2024 Q4	$1.05K	Hold	79	–	–	﹤0.01%	619
2024 Q3	$1.11K	Hold	79	–	–	﹤0.01%	636
2024 Q2	$1.05K	Hold	79	–	–	﹤0.01%	659
2024 Q1	$1.15K	Hold	79	–	–	﹤0.01%	669
2023 Q4	$1.35K	Hold	79	–	–	﹤0.01%	651
2023 Q3	$1.35K	Hold	79	–	–	﹤0.01%	604
2023 Q2	$1.52K	Hold	79	–	–	﹤0.01%	603
2023 Q1	$1.48K	Hold	79	–	–	﹤0.01%	576
2022 Q4	$1.21K	Hold	79	–	–	﹤0.01%	615
2022 Q3	$1K	Hold	79	–	–	﹤0.01%	667
2022 Q2	$1K	Hold	79	–	–	﹤0.01%	715
2022 Q1	$2K	Hold	79	–	–	﹤0.01%	686
2021 Q4	$2K	Buy	+79	New	+$2.21K	﹤0.01%	673

Other funds holding FDRV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Blue Bell Private Wealth Management's FDRV Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Fidelity Electric Vehicles and Future Transportation ETF (FDRV) position steady in Q2 2026 at 79 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Blue Bell Private Wealth Management first reported a position in FDRV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q1 2022. 7 funds tracked by Wall St. Rank hold FDRV as of Q2 2026.

Blue Bell Private Wealth Management held 79 shares of Fidelity Electric Vehicles and Future Transportation ETF worth $1.53K as of Q2 2026.
Blue Bell Private Wealth Management left its Fidelity Electric Vehicles and Future Transportation ETF share count unchanged in Q2 2026.
Fidelity Electric Vehicles and Future Transportation ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #674 holding.
Blue Bell Private Wealth Management first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $2K in Q1 2022.
7 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.