Congress Wealth Management’s Fidelity Disruptors ETF FDIF Stock Holding History

Congress Wealth Management’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
2025 Q2	$293K	Buy	8,698 +12	+0.1%	+$371	﹤0.01%	1073
2025 Q1	$257K	Buy	8,686 +8	+0.1%	+$256	﹤0.01%	975
2024 Q4	$274K	Buy	8,678 +12	+0.1%	+$379	﹤0.01%	784
2024 Q3	$263K	Buy	8,666 +7	+0.1%	+$203	﹤0.01%	768
2024 Q2	$250K	Buy	8,659 +13	+0.2%	+$367	﹤0.01%	654
2024 Q1	$248K	Hold	8,646	–	–	﹤0.01%	540
2023 Q4	$229K	Buy	+8,646	New	+$206K	﹤0.01%	576
2023 Q3	–	Sell	-8,626	Closed	-$215K	–	608
2023 Q2	$215K	Buy	+8,626	New	+$212K	0.01%	529

Other funds holding FDIF

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

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

MWS

MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFA

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Congress Wealth Management's FDIF Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity Disruptors ETF (FDIF) stake by 0.14% in Q2 2025, buying an estimated $371 and bringing the position to 8,698 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Congress Wealth Management first reported a position in FDIF in Q2 2023 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold FDIF as of Q2 2025.

Congress Wealth Management held 8,698 shares of Fidelity Disruptors ETF worth $293K as of Q2 2025.
Congress Wealth Management bought 12 Fidelity Disruptors ETF shares in Q2 2025, an estimated $371.
Fidelity Disruptors ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1073 holding.
Congress Wealth Management first reported a position in Fidelity Disruptors ETF in Q2 2023 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.