Lloyd Advisory Services’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Lloyd Advisory Services’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 Q1	$16.4K	Buy	+496	New	+$17.5K	﹤0.01%	420

Other funds holding FBOT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Lloyd Advisory Services's FBOT Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Fidelity Disruptive Automation ETF (FBOT) in Q1 2026: 496 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings.

34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

Lloyd Advisory Services held 496 shares of Fidelity Disruptive Automation ETF worth $16.4K as of Q1 2026.
Fidelity Disruptive Automation ETF was a new Lloyd Advisory Services position in Q1 2026.
Fidelity Disruptive Automation ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #420 holding.
34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.