IA
FDIF icon

IFP Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History

IFP Advisors’s Portfolio FDIF Stock Details FDIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$228 – 3141
2023
Q3 		$228 Hold
10
– – ﹤0.01% 3178
2023
Q2 		$249 Buy
+10
New +$246 ﹤0.01% 3290

Other funds holding FDIF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IFP Advisors's FDIF Position: Q4 2023 in Review

IFP Advisors sold out of Fidelity Disruptors ETF (FDIF) in Q4 2023, closing a stake of 10 shares — an estimated $228 sold.

IFP Advisors first reported a position in FDIF in Q2 2023 and held it in 2 quarters. The position peaked at $249 in Q2 2023. 18 funds tracked by Wall St. Rank hold FDIF as of Q4 2023.

  • IFP Advisors reported no remaining Fidelity Disruptors ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 10 Fidelity Disruptors ETF shares in Q4 2023, an estimated $228.
  • IFP Advisors first reported a position in Fidelity Disruptors ETF in Q2 2023 and held it in 2 quarters.
  • IFP Advisors's Fidelity Disruptors ETF position peaked at $249 in Q2 2023.
  • 18 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q4 2023.

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