BXM Wealth
FDCF icon

BXM Wealth’s Fidelity Disruptive Communications ETF FDCF Stock Holding History

BXM Wealth’s Portfolio FDCF Stock Details FDCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$286K Buy
5,565
+210
+4% +$10.6K 0.15% 137
2026
Q2 		$268K Hold
5,355
– – 0.15% 138
2026
Q1 		$231K Hold
5,355
– – 0.18% 120
2025
Q4 		$257K Buy
+5,355
New +$256K 0.2% 105

Other funds holding FDCF

Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

BXM Wealth's FDCF Position: Q3 2026 in Review

BXM Wealth increased its Fidelity Disruptive Communications ETF (FDCF) stake by 3.9% in Q3 2026, buying an estimated $10.6K and bringing the position to 5,565 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #137.

BXM Wealth first reported a position in FDCF in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FDCF as of Q3 2026.

  • BXM Wealth held 5,565 shares of Fidelity Disruptive Communications ETF worth $286K as of Q3 2026.
  • BXM Wealth bought 210 Fidelity Disruptive Communications ETF shares in Q3 2026, an estimated $10.6K.
  • Fidelity Disruptive Communications ETF made up 0.15% of BXM Wealth's portfolio in Q3 2026, its #137 holding.
  • BXM Wealth first reported a position in Fidelity Disruptive Communications ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Fidelity Disruptive Communications ETF as of Q3 2026.

Based on BXM Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.