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Capital Investment Advisory Services’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Capital Investment Advisory Services’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
2024
Q3 		– Sell
-500
Closed -$16.7K – 987
2024
Q2 		$16.7K Buy
+500
New +$15.9K ﹤0.01% 783

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Capital Investment Advisory Services's FDTX Position: Q3 2024 in Review

Capital Investment Advisory Services sold out of Fidelity Disruptive Technology ETF (FDTX) in Q3 2024, closing a stake of 500 shares — an estimated $16.7K sold.

Capital Investment Advisory Services first reported a position in FDTX in Q2 2024 and held it in 1 quarter. The position peaked at $16.7K in Q2 2024. 13 funds tracked by Wall St. Rank hold FDTX as of Q3 2024.

  • Capital Investment Advisory Services reported no remaining Fidelity Disruptive Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 500 Fidelity Disruptive Technology ETF shares in Q3 2024, an estimated $16.7K.
  • Capital Investment Advisory Services first reported a position in Fidelity Disruptive Technology ETF in Q2 2024 and held it in 1 quarter.
  • Capital Investment Advisory Services's Fidelity Disruptive Technology ETF position peaked at $16.7K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2024.

Based on Capital Investment Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.