High Point Wealth Management
FDTX icon

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
Q3 		$58.9K Hold
1,000
– – 0.05% 138
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BXM Wealth
BXM Wealth Englewood, Colorado $187M AUM 24.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Point Wealth Management's FDTX Position: Q3 2026 in Review

High Point Wealth Management held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q3 2026 at 1,000 shares worth $58.9K. The position accounts for 0.05% of the portfolio, ranked #138.

High Point Wealth Management first reported a position in FDTX in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold FDTX as of Q3 2026.

  • High Point Wealth Management held 1,000 shares of Fidelity Disruptive Technology ETF worth $58.9K as of Q3 2026.
  • High Point Wealth Management left its Fidelity Disruptive Technology ETF share count unchanged in Q3 2026.
  • Fidelity Disruptive Technology ETF made up 0.05% of High Point Wealth Management's portfolio in Q3 2026, its #138 holding.
  • High Point Wealth Management first reported a position in Fidelity Disruptive Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.