Envestnet Asset Management
FBOT icon

Envestnet Asset Management’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Envestnet Asset Management’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
36,479
-1,610
-4% -$61.3K ﹤0.01% 3380
2026
Q1 		$1.26M Sell
38,089
-14,004
-27% -$494K ﹤0.01% 3323
2025
Q4 		$1.74M Sell
52,093
-24,206
-32% -$799K ﹤0.01% 2933
2025
Q3 		$2.5M Sell
76,299
-16,721
-18% -$527K ﹤0.01% 2737
2025
Q2 		$2.79M Buy
93,020
+6,581
+8% +$180K ﹤0.01% 2591
2025
Q1 		$2.24M Buy
+86,439
New +$2.46M ﹤0.01% 2656
2024
Q3 		– Sell
-45,890
Closed -$1.22M – 4254
2024
Q2 		$1.22M Buy
+45,890
New +$1.19M ﹤0.01% 2904

Other funds holding FBOT

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Envestnet Asset Management's FBOT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 4.2% in Q2 2026, selling an estimated $61.3K and leaving 36,479 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Envestnet Asset Management first reported a position in FBOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q2 2025. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Envestnet Asset Management held 36,479 shares of Fidelity Disruptive Automation ETF worth $1.44M as of Q2 2026.
  • Envestnet Asset Management sold 1,610 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $61.3K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3380 holding.
  • Envestnet Asset Management first reported a position in Fidelity Disruptive Automation ETF in Q2 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's Fidelity Disruptive Automation ETF position peaked at $2.79M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.