IFP Advisors’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

IFP 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
2023 Q4	–	Sell	-55	Closed	-$1.22K	–	3139
2023 Q3	$1.22K	Hold	55	–	–	﹤0.01%	2954
2023 Q2	$1.42K	Buy	+55	New	+$1.42K	﹤0.01%	2984

Other funds holding FBOT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

IFP Advisors's FBOT Position: Q4 2023 in Review

IFP Advisors sold out of Fidelity Disruptive Automation ETF (FBOT) in Q4 2023, closing a stake of 55 shares — an estimated $1.22K sold.

IFP Advisors first reported a position in FBOT in Q2 2023 and held it in 2 quarters. The position peaked at $1.42K in Q2 2023. 14 funds tracked by Wall St. Rank hold FBOT as of Q4 2023.

IFP Advisors reported no remaining Fidelity Disruptive Automation ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 55 Fidelity Disruptive Automation ETF shares in Q4 2023, an estimated $1.22K.
IFP Advisors first reported a position in Fidelity Disruptive Automation ETF in Q2 2023 and held it in 2 quarters.
IFP Advisors's Fidelity Disruptive Automation ETF position peaked at $1.42K in Q2 2023.
14 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.