IFP Advisors
FDTX icon

IFP Advisors’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

IFP Advisors’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 		$163K Buy
2,769
+1,803
+187% +$97.7K ﹤0.01% 1665
2026
Q2 		$55.9K Hold
966
– – ﹤0.01% 2330
2026
Q1 		$35.7K Hold
966
– – ﹤0.01% 2442
2025
Q4 		$39.4K Hold
966
– – ﹤0.01% 2327
2025
Q3 		$39.2K Sell
966
-1
-0.1% -$39 ﹤0.01% 2200
2025
Q2 		$37.7K Hold
967
– – ﹤0.01% 2194
2025
Q1 		$30.4K Hold
967
– – ﹤0.01% 2110
2024
Q4 		$34.2K Hold
967
– – ﹤0.01% 2019
2024
Q3 		$31.5K Hold
967
– – ﹤0.01% 1943
2024
Q2 		$32.2K Hold
967
– – ﹤0.01% 1862
2024
Q1 		$30.8K Hold
967
– – ﹤0.01% 1775
2023
Q4 		$27.6K Sell
967
-437
-31% -$11.1K ﹤0.01% 1789
2023
Q3 		$33.1K Hold
1,404
– – ﹤0.01% 1735
2023
Q2 		$36.2K Buy
+1,404
New +$35.9K ﹤0.01% 1745

Other funds holding FDTX

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFP Advisors's FDTX Position: Q3 2026 in Review

IFP Advisors increased its Fidelity Disruptive Technology ETF (FDTX) stake by 187% in Q3 2026, buying an estimated $97.7K and bringing the position to 2,769 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

IFP Advisors first reported a position in FDTX in Q2 2023 and has held it in 14 quarters since. 7 funds tracked by Wall St. Rank hold FDTX as of Q3 2026.

  • IFP Advisors held 2,769 shares of Fidelity Disruptive Technology ETF worth $163K as of Q3 2026.
  • IFP Advisors bought 1,803 Fidelity Disruptive Technology ETF shares in Q3 2026, an estimated $97.7K.
  • Fidelity Disruptive Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1665 holding.
  • IFP Advisors first reported a position in Fidelity Disruptive Technology ETF in Q2 2023 and has held it in 14 quarters since.
  • 7 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.