BFP
FBOT icon

Briaud Financial Planning’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-667
Closed -$19K – 116
2025
Q2 		$19K Buy
+667
New +$18.3K 0.01% 174

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Briaud Financial Planning's FBOT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Disruptive Automation ETF (FBOT) in Q3 2025, closing a stake of 667 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in FBOT in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 25 funds tracked by Wall St. Rank hold FBOT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Disruptive Automation ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 667 Fidelity Disruptive Automation ETF shares in Q3 2025, an estimated $19K.
  • Briaud Financial Planning first reported a position in Fidelity Disruptive Automation ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Disruptive Automation ETF position peaked at $19K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.