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BXM Wealth’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

BXM Wealth’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 		$1.5M Hold
25,840
– – 0.81% 24
2026
Q1 		$954K Sell
25,840
-49,088
-66% -$1.93M 0.73% 32
2025
Q4 		$1.06M Buy
74,928
+53,798
+255% +$2.2M 0.82% 27
2025
Q3 		$802K Sell
21,130
-275
-1% -$10.8K 0.76% 34
2025
Q2 		$835K Buy
+21,405
New +$731K 0.99% 28
2025
Q1 		– Sell
-6,180
Closed -$218K – 107
2024
Q4 		$218K Buy
+6,180
New +$216K 0.31% 87

Other funds holding FDTX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 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
IA
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

BXM Wealth's FDTX Position: Q2 2026 in Review

BXM Wealth held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q2 2026 at 25,840 shares worth $1.5M. The position accounts for 0.81% of the portfolio, ranked #24.

BXM Wealth first reported a position in FDTX in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

  • BXM Wealth held 25,840 shares of Fidelity Disruptive Technology ETF worth $1.5M as of Q2 2026.
  • BXM Wealth left its Fidelity Disruptive Technology ETF share count unchanged in Q2 2026.
  • Fidelity Disruptive Technology ETF made up 0.81% of BXM Wealth's portfolio in Q2 2026, its #24 holding.
  • BXM Wealth first reported a position in Fidelity Disruptive Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.