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Lloyd Advisory Services’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Lloyd Advisory Services’s Portfolio FDRV Stock Details FDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 856

Other funds holding FDRV

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Old Mission Capital
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EFG International
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Morgan Stanley
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Capital Analysts LLC
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GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return