KA
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Kovack Advisors’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Kovack 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
Q1 		$347K Sell
9,215
-100
-1% -$3.93K 0.02% 706
2025
Q4 		$379K Hold
9,315
– – 0.02% 686
2025
Q3 		$378K Buy
9,315
+880
+10% +$34.6K 0.04% 404
2025
Q2 		$329K Buy
8,435
+150
+2% +$5.13K 0.03% 437
2025
Q1 		$261K Sell
8,285
-770
-9% -$27.2K 0.03% 464
2024
Q4 		$320K Sell
9,055
-70
-0.8% -$2.45K 0.03% 427
2024
Q3 		$297K Buy
9,125
+1,350
+17% +$43.1K 0.03% 439
2024
Q2 		$259K Hold
7,775
– – 0.03% 457
2024
Q1 		$248K Buy
+7,775
New +$240K 0.03% 395

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $130M AUM 29.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return