LRI Investments’s Fidelity Disruptors ETF FDIF Stock Holding History

LRI Investments’s Portfolio FDIF Stock Details FDIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27K	Hold	56	–	–	﹤0.01%	1261
2026 Q1	$1.84K	Hold	56	–	–	﹤0.01%	1269
2025 Q4	$2K	Hold	56	–	–	﹤0.01%	1204
2025 Q3	$1.99K	Buy	+56	New	+$1.93K	﹤0.01%	1203

Other funds holding FDIF

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

MWS

MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments's FDIF Position: Q2 2026 in Review

LRI Investments held its Fidelity Disruptors ETF (FDIF) position steady in Q2 2026 at 56 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

LRI Investments first reported a position in FDIF in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold FDIF as of Q2 2026.

LRI Investments held 56 shares of Fidelity Disruptors ETF worth $2.27K as of Q2 2026.
LRI Investments left its Fidelity Disruptors ETF share count unchanged in Q2 2026.
Fidelity Disruptors ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1261 holding.
LRI Investments first reported a position in Fidelity Disruptors ETF in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.