Commonwealth Equity Services’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Commonwealth Equity 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
2026 Q3	$8.2M	Buy	139,132 +1,762	+1%	+$95.5K	0.01%	1037
2026 Q2	$7.95M	Buy	137,370 +77,156	+128%	+$3.81M	0.01%	1094
2026 Q1	$2.22M	Buy	60,214 +4,893	+9%	+$192K	﹤0.01%	1919
2025 Q4	$2.25M	Buy	55,321 +3,307	+6%	+$135K	﹤0.01%	1865
2025 Q3	$2.11M	Buy	52,014 +9,706	+23%	+$382K	﹤0.01%	1956
2025 Q2	$1.65M	Buy	42,308 +3,096	+8%	+$106K	﹤0.01%	2149
2025 Q1	$1.24M	Buy	39,212 +30,570	+354%	+$1.08M	﹤0.01%	2301
2024 Q4	$305K	Buy	+8,642	New	+$302K	﹤0.01%	3383

Other funds holding FDTX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BXM Wealth Englewood, Colorado $187M AUM 24.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Commonwealth Equity Services increased its Fidelity Disruptive Technology ETF (FDTX) stake by 1.3% in Q3 2026, buying an estimated $95.5K and bringing the position to 139,132 shares worth $8.2M. The position accounts for 0.01% of the portfolio, ranked #1037.

Commonwealth Equity Services first reported a position in FDTX in Q4 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold FDTX as of Q3 2026.

Commonwealth Equity Services held 139,132 shares of Fidelity Disruptive Technology ETF worth $8.2M as of Q3 2026.
Commonwealth Equity Services bought 1,762 Fidelity Disruptive Technology ETF shares in Q3 2026, an estimated $95.5K.
Fidelity Disruptive Technology ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1037 holding.
Commonwealth Equity Services first reported a position in Fidelity Disruptive Technology ETF in Q4 2024 and has held it in 8 quarters since.
27 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2026.

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