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BFC Planning, Inc.’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

BFC Planning, Inc.’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
Q2 		$25.8K Buy
653
+1
+0.2% +$38 ﹤0.01% 1887
2026
Q1 		$21.6K Buy
652
+400
+159% +$14.1K ﹤0.01% 1680
2025
Q4 		$8.41K Hold
252
– – ﹤0.01% 2141
2025
Q3 		$8.24K Buy
252
+1
+0.4% +$32 ﹤0.01% 2007
2025
Q2 		$7.53K Buy
251
+1
+0.4% +$27 ﹤0.01% 1925
2025
Q1 		$6.51K Buy
+250
New +$7.1K ﹤0.01% 1928

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

BFC Planning, Inc.'s FBOT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Fidelity Disruptive Automation ETF (FBOT) stake by 0.15% in Q2 2026, buying an estimated $38 and bringing the position to 653 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

BFC Planning, Inc. first reported a position in FBOT in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • BFC Planning, Inc. held 653 shares of Fidelity Disruptive Automation ETF worth $25.8K as of Q2 2026.
  • BFC Planning, Inc. bought 1 Fidelity Disruptive Automation ETF share in Q2 2026, an estimated $38.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1887 holding.
  • BFC Planning, Inc. first reported a position in Fidelity Disruptive Automation ETF in Q1 2025 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.