LPL Financial
FDTX icon

LPL Financial’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

LPL Financial’s Portfolio FDTX Stock Details FDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Buy
7,118
+32
+0.5% +$1.26K ﹤0.01% 5287
2025
Q4 		$289K Buy
7,086
+1,000
+16% +$41K ﹤0.01% 5170
2025
Q3 		$247K Buy
+6,086
New +$239K ﹤0.01% 5199

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $130M AUM 29.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

LPL Financial's FDTX Position: Q1 2026 in Review

LPL Financial increased its Fidelity Disruptive Technology ETF (FDTX) stake by 0.45% in Q1 2026, buying an estimated $1.26K and bringing the position to 7,118 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #5287.

LPL Financial first reported a position in FDTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $289K in Q4 2025. 39 funds tracked by Wall St. Rank hold FDTX as of Q1 2026.

  • LPL Financial held 7,118 shares of Fidelity Disruptive Technology ETF worth $263K as of Q1 2026.
  • LPL Financial bought 32 Fidelity Disruptive Technology ETF shares in Q1 2026, an estimated $1.26K.
  • Fidelity Disruptive Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5287 holding.
  • LPL Financial first reported a position in Fidelity Disruptive Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Fidelity Disruptive Technology ETF position peaked at $289K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2026.

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