Lloyd Advisory Services
FDFF icon

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

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Osaic Holdings
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Hantz Financial Services
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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.