Corient Private Wealth
FDIF icon

Corient Private Wealth’s Fidelity Disruptors ETF FDIF Stock Holding History

Corient Private Wealth’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 		– Sell
-9,217
Closed -$273K – 2473
2025
Q1 		$273K Buy
9,217
+330
+4% +$10.6K ﹤0.01% 1903
2024
Q4 		$281K Buy
+8,887
New +$281K ﹤0.01% 1927

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KA
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MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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

Corient Private Wealth's FDIF Position: Q2 2025 in Review

Corient Private Wealth sold out of Fidelity Disruptors ETF (FDIF) in Q2 2025, closing a stake of 9,217 shares — an estimated $273K sold.

Corient Private Wealth first reported a position in FDIF in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 18 funds tracked by Wall St. Rank hold FDIF as of Q2 2025.

  • Corient Private Wealth reported no remaining Fidelity Disruptors ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 9,217 Fidelity Disruptors ETF shares in Q2 2025, an estimated $273K.
  • Corient Private Wealth first reported a position in Fidelity Disruptors ETF in Q4 2024 and held it in 2 quarters.
  • Corient Private Wealth's Fidelity Disruptors ETF position peaked at $281K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.