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High Point Wealth Management’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

High Point Wealth Management’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
2026
Q2 		$57.9K Hold
1,000
– – 0.05% 129
2026
Q1 		$36.9K Hold
1,000
– – 0.04% 157
2025
Q4 		$40.7K Buy
+1,000
New +$41K 0.04% 158

Other funds holding FDTX

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

High Point Wealth Management's FDTX Position: Q2 2026 in Review

High Point Wealth Management held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q2 2026 at 1,000 shares worth $57.9K. The position accounts for 0.05% of the portfolio, ranked #129.

High Point Wealth Management first reported a position in FDTX in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

  • High Point Wealth Management held 1,000 shares of Fidelity Disruptive Technology ETF worth $57.9K as of Q2 2026.
  • High Point Wealth Management left its Fidelity Disruptive Technology ETF share count unchanged in Q2 2026.
  • Fidelity Disruptive Technology ETF made up 0.05% of High Point Wealth Management's portfolio in Q2 2026, its #129 holding.
  • High Point Wealth Management first reported a position in Fidelity Disruptive Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.