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 Q2	$464K	Buy	8,016 +898	+13%	+$44.3K	﹤0.01%	5089
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial's FDTX Position: Q2 2026 in Review

LPL Financial increased its Fidelity Disruptive Technology ETF (FDTX) stake by 13% in Q2 2026, buying an estimated $44.3K and bringing the position to 8,016 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #5089.

LPL Financial first reported a position in FDTX in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

LPL Financial held 8,016 shares of Fidelity Disruptive Technology ETF worth $464K as of Q2 2026.
LPL Financial bought 898 Fidelity Disruptive Technology ETF shares in Q2 2026, an estimated $44.3K.
Fidelity Disruptive Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5089 holding.
LPL Financial first reported a position in Fidelity Disruptive Technology ETF in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.