Buska Wealth Management’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Buska Wealth Management’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
2026 Q2	$277K	Sell	4,788 -5,967	-55%	-$294K	0.1%	67
2026 Q1	$397K	Sell	10,755 -2,802	-21%	-$110K	0.16%	49
2025 Q4	$552K	Sell	13,557 -2,438	-15%	-$99.9K	0.2%	36
2025 Q3	$649K	Sell	15,995 -3,267	-17%	-$129K	0.19%	33
2025 Q2	$751K	Sell	19,262 -12,484	-39%	-$427K	0.21%	32
2025 Q1	$1,000K	Sell	31,746 -5,384	-15%	-$191K	0.31%	30
2024 Q4	$1.31M	Sell	37,130 -5,157	-12%	-$180K	0.42%	26
2024 Q3	$1.38M	Sell	42,287 -5,477	-11%	-$175K	0.48%	25
2024 Q2	$1.59M	Buy	+47,764	New	+$1.52M	0.63%	24

Other funds holding FDTX

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Buska Wealth Management's FDTX Position: Q2 2026 in Review

Buska Wealth Management reduced its Fidelity Disruptive Technology ETF (FDTX) stake by 55% in Q2 2026, selling an estimated $294K and leaving 4,788 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #67.

Buska Wealth Management first reported a position in FDTX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q2 2024. 10 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

Buska Wealth Management held 4,788 shares of Fidelity Disruptive Technology ETF worth $277K as of Q2 2026.
Buska Wealth Management sold 5,967 Fidelity Disruptive Technology ETF shares in Q2 2026, an estimated $294K.
Fidelity Disruptive Technology ETF made up 0.1% of Buska Wealth Management's portfolio in Q2 2026, its #67 holding.
Buska Wealth Management first reported a position in Fidelity Disruptive Technology ETF in Q2 2024 and has held it in 9 quarters since.
Buska Wealth Management's Fidelity Disruptive Technology ETF position peaked at $1.59M in Q2 2024.
10 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.