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Dana Investment Advisors’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Dana Investment Advisors’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
2024
Q3 		– Sell
-6,908
Closed -$230K – 542
2024
Q2 		$230K Buy
+6,908
New +$220K 0.01% 502

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Dana Investment Advisors's FDTX Position: Q3 2024 in Review

Dana Investment Advisors sold out of Fidelity Disruptive Technology ETF (FDTX) in Q3 2024, closing a stake of 6,908 shares — an estimated $230K sold.

Dana Investment Advisors first reported a position in FDTX in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 13 funds tracked by Wall St. Rank hold FDTX as of Q3 2024.

  • Dana Investment Advisors reported no remaining Fidelity Disruptive Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 6,908 Fidelity Disruptive Technology ETF shares in Q3 2024, an estimated $230K.
  • Dana Investment Advisors first reported a position in Fidelity Disruptive Technology ETF in Q2 2024 and held it in 1 quarter.
  • Dana Investment Advisors's Fidelity Disruptive Technology ETF position peaked at $230K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2024.

Based on Dana Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.