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Lloyd Advisory Services’s Fidelity Disruptive Finance ETF FDFF Stock Holding History

Lloyd Advisory Services’s Portfolio FDFF Stock Details FDFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-532
Closed -$16.6K – 753
2026
Q1 		$16.6K Buy
+532
New +$17.8K ﹤0.01% 417

Other funds holding FDFF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Lloyd Advisory Services's FDFF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Fidelity Disruptive Finance ETF (FDFF) in Q2 2026, closing a stake of 532 shares — an estimated $16.6K sold.

Lloyd Advisory Services first reported a position in FDFF in Q1 2026 and held it in 1 quarter. The position peaked at $16.6K in Q1 2026. 17 funds tracked by Wall St. Rank hold FDFF as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Fidelity Disruptive Finance ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 532 Fidelity Disruptive Finance ETF shares in Q2 2026, an estimated $16.6K.
  • Lloyd Advisory Services first reported a position in Fidelity Disruptive Finance ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Fidelity Disruptive Finance ETF position peaked at $16.6K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.