EverSource Wealth Advisors’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

EverSource Wealth 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
2026 Q2	$3.76K	Hold	65	–	–	﹤0.01%	3425
2026 Q1	$2.4K	Hold	65	–	–	﹤0.01%	3579
2025 Q4	$2.65K	Hold	65	–	–	﹤0.01%	3397
2025 Q3	$2.64K	Hold	65	–	–	﹤0.01%	3422
2025 Q2	$2.54K	Hold	65	–	–	﹤0.01%	3424
2025 Q1	$2.05K	Buy	+65	New	+$2.3K	﹤0.01%	2921

Other funds holding FDTX

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

BWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

EverSource Wealth Advisors's FDTX Position: Q2 2026 in Review

EverSource Wealth Advisors held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q2 2026 at 65 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

EverSource Wealth Advisors first reported a position in FDTX in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

EverSource Wealth Advisors held 65 shares of Fidelity Disruptive Technology ETF worth $3.76K as of Q2 2026.
EverSource Wealth Advisors left its Fidelity Disruptive Technology ETF share count unchanged in Q2 2026.
Fidelity Disruptive Technology ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3425 holding.
EverSource Wealth Advisors first reported a position in Fidelity Disruptive Technology ETF in Q1 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.