EverSource Wealth Advisors
FDTX icon

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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kovack Advisors
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 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. 40 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.
  • 40 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.