EPG Wealth Management’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

EPG Wealth Management’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-33	Closed	-$466	–	429
2024 Q3	$466	Buy	+33	New	+$439	﹤0.01%	422
2024 Q2	–	Sell	-33	Closed	-$458	–	442
2024 Q1	$481	Hold	33	–	–	﹤0.01%	442
2023 Q4	$471	Hold	33	–	–	﹤0.01%	421
2023 Q3	$567	Hold	33	–	–	﹤0.01%	414
2023 Q2	$634	Buy	+33	New	+$581	﹤0.01%	406

Other funds holding FDRV

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPG Wealth Management's FDRV Position: Q4 2024 in Review

EPG Wealth Management sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q4 2024, closing a stake of 33 shares — an estimated $466 sold.

EPG Wealth Management first reported a position in FDRV in Q2 2023 and held it in 5 quarters. The position peaked at $634 in Q2 2023. 18 funds tracked by Wall St. Rank hold FDRV as of Q4 2024.

EPG Wealth Management reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q4 2024 after selling out during the quarter.
EPG Wealth Management sold 33 Fidelity Electric Vehicles and Future Transportation ETF shares in Q4 2024, an estimated $466.
EPG Wealth Management first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q2 2023 and held it in 5 quarters.
EPG Wealth Management's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $634 in Q2 2023.
18 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.