Commonwealth Equity Services’s Fidelity Disruptive Finance ETF FDFF Stock Holding History

Commonwealth Equity Services’s Portfolio FDFF Stock Details FDFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$390K	Sell	11,386 -1,308	-10%	-$47.1K	﹤0.01%	3492
2026 Q2	$420K	Sell	12,694 -2,249	-15%	-$74.4K	﹤0.01%	3452
2026 Q1	$467K	Sell	14,943 -4,902	-25%	-$164K	﹤0.01%	3271
2025 Q4	$707K	Sell	19,845 -652	-3%	-$23K	﹤0.01%	2868
2025 Q3	$741K	Sell	20,497 -2,258	-10%	-$85.2K	﹤0.01%	2846
2025 Q2	$870K	Buy	+22,755	New	+$818K	﹤0.01%	2692

Other funds holding FDFF

Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $121M AUM

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Commonwealth Equity Services's FDFF Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Fidelity Disruptive Finance ETF (FDFF) stake by 10% in Q3 2026, selling an estimated $47.1K and leaving 11,386 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

Commonwealth Equity Services first reported a position in FDFF in Q2 2025 and has held it in 6 quarters since. The position peaked at $870K in Q2 2025. 10 funds tracked by Wall St. Rank hold FDFF as of Q3 2026.

Commonwealth Equity Services held 11,386 shares of Fidelity Disruptive Finance ETF worth $390K as of Q3 2026.
Commonwealth Equity Services sold 1,308 Fidelity Disruptive Finance ETF shares in Q3 2026, an estimated $47.1K.
Fidelity Disruptive Finance ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3492 holding.
Commonwealth Equity Services first reported a position in Fidelity Disruptive Finance ETF in Q2 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's Fidelity Disruptive Finance ETF position peaked at $870K in Q2 2025.
10 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.