FSM Wealth Advisors
FBOT icon

FSM Wealth Advisors’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

FSM Wealth Advisors’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.87M Sell
47,849
-239
-0.5% -$9.25K 0.19% 69
2026
Q2 		$1.9M Sell
48,088
-2,059
-4% -$78.3K 0.2% 69
2026
Q1 		$1.66M Buy
50,147
+403
+0.8% +$14.2K 0.21% 62
2025
Q4 		$1.66M Buy
49,744
+1,499
+3% +$49.5K 0.23% 61
2025
Q3 		$1.58M Sell
48,245
-87
-0.2% -$2.74K 0.22% 66
2025
Q2 		$1.45M Buy
+48,332
New +$1.33M 0.24% 61

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

FSM Wealth Advisors's FBOT Position: Q3 2026 in Review

FSM Wealth Advisors reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 0.5% in Q3 2026, selling an estimated $9.25K and leaving 47,849 shares worth $1.87M. The position accounts for 0.19% of the portfolio, ranked #69.

FSM Wealth Advisors first reported a position in FBOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.9M in Q2 2026. 34 funds tracked by Wall St. Rank hold FBOT as of Q3 2026.

  • FSM Wealth Advisors held 47,849 shares of Fidelity Disruptive Automation ETF worth $1.87M as of Q3 2026.
  • FSM Wealth Advisors sold 239 Fidelity Disruptive Automation ETF shares in Q3 2026, an estimated $9.25K.
  • Fidelity Disruptive Automation ETF made up 0.19% of FSM Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • FSM Wealth Advisors first reported a position in Fidelity Disruptive Automation ETF in Q2 2025 and has held it in 6 quarters since.
  • FSM Wealth Advisors's Fidelity Disruptive Automation ETF position peaked at $1.9M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q3 2026.

Based on FSM Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.