Independent Financial Group’s Fidelity Ethereum Fund FETH Stock Holding History

Independent Financial Group’s Portfolio FETH Stock Details FETH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	80,054 +14,996	+23%	+$307K	0.02%	601
2026 Q1	$1.36M	Buy	65,058 +24,819	+62%	+$593K	0.03%	524
2025 Q4	$1.19M	Sell	40,239 -254,824	-86%	-$8.8M	0.03%	556
2025 Q3	$12.3M	Sell	295,063 -116,033	-28%	-$4.54M	0.29%	57
2025 Q2	$10.3M	Buy	411,096 +49,401	+14%	+$1.08M	0.29%	55
2025 Q1	$6.6M	Buy	361,695 +140,434	+63%	+$3.7M	0.23%	82
2024 Q4	$7.39M	Buy	+221,261	New	+$6.81M	0.25%	75

Other funds holding FETH

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWM

KDK Private Wealth Management Houston, Texas $121M AUM 20.59% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

TDB

Thompson David Blair $200M AUM

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group's FETH Position: Q2 2026 in Review

Independent Financial Group increased its Fidelity Ethereum Fund (FETH) stake by 23% in Q2 2026, buying an estimated $307K and bringing the position to 80,054 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #601.

Independent Financial Group first reported a position in FETH in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q3 2025. 120 funds tracked by Wall St. Rank hold FETH as of Q2 2026.

Independent Financial Group held 80,054 shares of Fidelity Ethereum Fund worth $1.26M as of Q2 2026.
Independent Financial Group bought 14,996 Fidelity Ethereum Fund shares in Q2 2026, an estimated $307K.
Fidelity Ethereum Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #601 holding.
Independent Financial Group first reported a position in Fidelity Ethereum Fund in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's Fidelity Ethereum Fund position peaked at $12.3M in Q3 2025.
120 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.