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Davies Financial Advisors’s Fidelity Disruptive Communications ETF FDCF Stock Holding History

Davies Financial Advisors’s Portfolio FDCF Stock Details FDCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,475
Closed -$245K – 69
2024
Q4 		$245K Sell
6,475
-440
-6% -$16.9K 0.21% 59
2024
Q3 		$256K Buy
+6,915
New +$240K 0.22% 60

Other funds holding FDCF

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Davies Financial Advisors's FDCF Position: Q1 2025 in Review

Davies Financial Advisors sold out of Fidelity Disruptive Communications ETF (FDCF) in Q1 2025, closing a stake of 6,475 shares — an estimated $245K sold.

Davies Financial Advisors first reported a position in FDCF in Q3 2024 and held it in 2 quarters. The position peaked at $256K in Q3 2024. 10 funds tracked by Wall St. Rank hold FDCF as of Q1 2025.

  • Davies Financial Advisors reported no remaining Fidelity Disruptive Communications ETF position as of Q1 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 6,475 Fidelity Disruptive Communications ETF shares in Q1 2025, an estimated $245K.
  • Davies Financial Advisors first reported a position in Fidelity Disruptive Communications ETF in Q3 2024 and held it in 2 quarters.
  • Davies Financial Advisors's Fidelity Disruptive Communications ETF position peaked at $256K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Fidelity Disruptive Communications ETF as of Q1 2025.

Based on Davies Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.