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Briaud Financial Planning’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-236
Closed -$8K – 121
2025
Q2 		$8K Buy
+236
New +$6.76K ﹤0.01% 253

Other funds holding FDIG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

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

Briaud Financial Planning sold out of Fidelity Crypto Industry and Digital Payments ETF (FDIG) in Q3 2025, closing a stake of 236 shares — an estimated $8K sold.

Briaud Financial Planning first reported a position in FDIG in Q2 2025 and held it in 1 quarter. The position peaked at $8K in Q2 2025. 38 funds tracked by Wall St. Rank hold FDIG as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Crypto Industry and Digital Payments ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 236 Fidelity Crypto Industry and Digital Payments ETF shares in Q3 2025, an estimated $8K.
  • Briaud Financial Planning first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Crypto Industry and Digital Payments ETF position peaked at $8K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q3 2025.

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