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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q2 		– Sell
-126
Closed -$4.05K – 370
2024
Q1 		$4.05K Buy
+126
New +$3.89K ﹤0.01% 307

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FDTX Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Fidelity Disruptive Technology ETF (FDTX) in Q2 2024, closing a stake of 126 shares — an estimated $4.05K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FDTX in Q1 2024 and held it in 1 quarter. The position peaked at $4.05K in Q1 2024. 15 funds tracked by Wall St. Rank hold FDTX as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Fidelity Disruptive Technology ETF position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 126 Fidelity Disruptive Technology ETF shares in Q2 2024, an estimated $4.05K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity Disruptive Technology ETF in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fidelity Disruptive Technology ETF position peaked at $4.05K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.