Carolinas Wealth Consulting’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-1,126	Closed	-$35.5K	–	314
2025 Q1	$35.5K	Buy	1,126 +277	+33%	+$9.8K	0.01%	390
2024 Q4	$30K	Hold	849	–	–	0.01%	425
2024 Q3	$27.6K	Buy	849 +251	+42%	+$8.01K	0.01%	440
2024 Q2	$19.9K	Buy	598 +286	+92%	+$9.09K	﹤0.01%	483
2024 Q1	$9.96K	Buy	+312	New	+$9.63K	﹤0.01%	558

Other funds holding FDTX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Carolinas Wealth Consulting's FDTX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity Disruptive Technology ETF (FDTX) in Q2 2025, closing a stake of 1,126 shares — an estimated $35.5K sold.

Carolinas Wealth Consulting first reported a position in FDTX in Q1 2024 and held it in 5 quarters. The position peaked at $35.5K in Q1 2025. 26 funds tracked by Wall St. Rank hold FDTX as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Fidelity Disruptive Technology ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,126 Fidelity Disruptive Technology ETF shares in Q2 2025, an estimated $35.5K.
Carolinas Wealth Consulting first reported a position in Fidelity Disruptive Technology ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's Fidelity Disruptive Technology ETF position peaked at $35.5K in Q1 2025.
26 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.