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

Kovack 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
2026
Q2 		$332K Hold
8,400
– – 0.02% 763
2026
Q1 		$283K Sell
8,400
-200
-2% -$7.05K 0.02% 777
2025
Q4 		$287K Hold
8,600
– – 0.01% 771
2025
Q3 		$282K Sell
8,600
-600
-7% -$18.9K 0.03% 488
2025
Q2 		$276K Sell
9,200
-300
-3% -$8.22K 0.03% 490
2025
Q1 		$247K Sell
9,500
-230
-2% -$6.53K 0.03% 477
2024
Q4 		$275K Sell
9,730
-200
-2% -$5.53K 0.03% 473
2024
Q3 		$269K Sell
9,930
-1,300
-12% -$33.6K 0.03% 466
2024
Q2 		$298K Hold
11,230
– – 0.03% 420
2024
Q1 		$299K Sell
11,230
-200
-2% -$5.07K 0.04% 352
2023
Q4 		$288K Buy
+11,430
New +$262K 0.03% 427

Other funds holding FBOT

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Kovack Advisors's FBOT Position: Q2 2026 in Review

Kovack Advisors held its Fidelity Disruptive Automation ETF (FBOT) position steady in Q2 2026 at 8,400 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #763.

Kovack Advisors first reported a position in FBOT in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Kovack Advisors held 8,400 shares of Fidelity Disruptive Automation ETF worth $332K as of Q2 2026.
  • Kovack Advisors left its Fidelity Disruptive Automation ETF share count unchanged in Q2 2026.
  • Fidelity Disruptive Automation ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #763 holding.
  • Kovack Advisors first reported a position in Fidelity Disruptive Automation ETF in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.