Cambridge Investment Research Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History

Cambridge Investment Research Advisors’s Portfolio FDIF Stock Details FDIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,966	Closed	-$201K	–	3449
2024 Q2	$201K	Sell	6,966 -20,450	-75%	-$577K	﹤0.01%	3030
2024 Q1	$788K	Sell	27,416 -8,715	-24%	-$239K	﹤0.01%	1897
2023 Q4	$956K	Sell	36,131 -11,103	-24%	-$264K	﹤0.01%	1686
2023 Q3	$1.08M	Sell	47,234 -677	-1%	-$16.4K	0.01%	1529
2023 Q2	$1.19M	Buy	+47,911	New	+$1.18M	0.01%	1493

Other funds holding FDIF

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FFA

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

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

Cambridge Investment Research Advisors's FDIF Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Fidelity Disruptors ETF (FDIF) in Q3 2024, closing a stake of 6,966 shares — an estimated $201K sold.

Cambridge Investment Research Advisors first reported a position in FDIF in Q2 2023 and held it in 5 quarters. The position peaked at $1.19M in Q2 2023. 17 funds tracked by Wall St. Rank hold FDIF as of Q3 2024.

Cambridge Investment Research Advisors reported no remaining Fidelity Disruptors ETF position as of Q3 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 6,966 Fidelity Disruptors ETF shares in Q3 2024, an estimated $201K.
Cambridge Investment Research Advisors first reported a position in Fidelity Disruptors ETF in Q2 2023 and held it in 5 quarters.
Cambridge Investment Research Advisors's Fidelity Disruptors ETF position peaked at $1.19M in Q2 2023.
17 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.