Evolution Wealth Management’s Fidelity Disruptive Finance ETF FDFF Stock Holding History

Evolution Wealth Management’s Portfolio FDFF Stock Details FDFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12K	Buy	+350	New	+$12.6K	0.01%	502

Other funds holding FDFF

Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $121M AUM

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Evolution Wealth Management's FDFF Position: Q3 2026 in Review

Evolution Wealth Management opened a new position in Fidelity Disruptive Finance ETF (FDFF) in Q3 2026: 350 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

11 funds tracked by Wall St. Rank hold FDFF as of Q3 2026.

Evolution Wealth Management held 350 shares of Fidelity Disruptive Finance ETF worth $12K as of Q3 2026.
Fidelity Disruptive Finance ETF was a new Evolution Wealth Management position in Q3 2026.
Fidelity Disruptive Finance ETF made up 0.01% of Evolution Wealth Management's portfolio in Q3 2026, its #502 holding.
11 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.