LPL Financial
FBOT icon

LPL Financial’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

LPL Financial’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 		$1.24M Sell
37,498
-320
-0.8% -$11.3K ﹤0.01% 3975
2025
Q4 		$1.26M Buy
37,818
+28,319
+298% +$935K ﹤0.01% 3829
2025
Q3 		$311K Buy
+9,499
New +$299K ﹤0.01% 5024

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
National Bank of Canada
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's FBOT Position: Q1 2026 in Review

LPL Financial reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 0.85% in Q1 2026, selling an estimated $11.3K and leaving 37,498 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3975.

LPL Financial first reported a position in FBOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • LPL Financial held 37,498 shares of Fidelity Disruptive Automation ETF worth $1.24M as of Q1 2026.
  • LPL Financial sold 320 Fidelity Disruptive Automation ETF shares in Q1 2026, an estimated $11.3K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3975 holding.
  • LPL Financial first reported a position in Fidelity Disruptive Automation ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Fidelity Disruptive Automation ETF position peaked at $1.26M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.