Halbert Hargrove Global Advisors’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio FDIG Stock Details FDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$24	–	429
2025 Q1	$24	Hold	1	–	–	﹤0.01%	671
2024 Q4	$32	Buy	+1	New	+$34	﹤0.01%	309

Other funds holding FDIG

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Halbert Hargrove Global Advisors's FDIG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Fidelity Crypto Industry and Digital Payments ETF (FDIG) in Q2 2025, closing a stake of 1 share — an estimated $24 sold.

Halbert Hargrove Global Advisors first reported a position in FDIG in Q4 2024 and held it in 2 quarters. The position peaked at $32 in Q4 2024. 35 funds tracked by Wall St. Rank hold FDIG as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining Fidelity Crypto Industry and Digital Payments ETF position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 1 Fidelity Crypto Industry and Digital Payments ETF share in Q2 2025, an estimated $24.
Halbert Hargrove Global Advisors first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q4 2024 and held it in 2 quarters.
Halbert Hargrove Global Advisors's Fidelity Crypto Industry and Digital Payments ETF position peaked at $32 in Q4 2024.
35 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.