Creative Planning’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Creative Planning’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 Q1	–	Sell	-5,210	Closed	-$212K	–	4140
2025 Q4	$212K	Hold	5,210	–	–	﹤0.01%	3500
2025 Q3	$211K	Buy	+5,210	New	+$205K	﹤0.01%	3434

Other funds holding FDTX

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

BWM

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

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

Creative Planning's FDTX Position: Q1 2026 in Review

Creative Planning sold out of Fidelity Disruptive Technology ETF (FDTX) in Q1 2026, closing a stake of 5,210 shares — an estimated $212K sold.

Creative Planning first reported a position in FDTX in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 39 funds tracked by Wall St. Rank hold FDTX as of Q1 2026.

Creative Planning reported no remaining Fidelity Disruptive Technology ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 5,210 Fidelity Disruptive Technology ETF shares in Q1 2026, an estimated $212K.
Creative Planning first reported a position in Fidelity Disruptive Technology ETF in Q3 2025 and held it in 2 quarters.
Creative Planning's Fidelity Disruptive Technology ETF position peaked at $212K in Q4 2025.
39 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.