McClarren Financial Advisors’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-25	Closed	–	–	154
2025 Q1	$0	Buy	+25	New	+$710	﹤0.01%	303
2024 Q4	–	Sell	-27	Closed	–	–	241
2024 Q3	$0	Buy	27 +1	+4%	+$26	﹤0.01%	270
2024 Q2	$0	Buy	+26	New	+$675	﹤0.01%	328
2024 Q1	–	Sell	-1	Closed	–	–	372
2023 Q4	$0	Hold	1	–	–	﹤0.01%	391
2023 Q3	$0	Buy	+1	New	+$24	﹤0.01%	347

Other funds holding FBOT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

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

McClarren Financial Advisors's FBOT Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity Disruptive Automation ETF (FBOT) in Q2 2025, closing a stake of 25 shares.

McClarren Financial Advisors first reported a position in FBOT in Q3 2023 and held it in 5 quarters. The position peaked at $0 in Q1 2025. 23 funds tracked by Wall St. Rank hold FBOT as of Q2 2025.

McClarren Financial Advisors reported no remaining Fidelity Disruptive Automation ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 25 Fidelity Disruptive Automation ETF shares in Q2 2025.
McClarren Financial Advisors first reported a position in Fidelity Disruptive Automation ETF in Q3 2023 and held it in 5 quarters.
McClarren Financial Advisors's Fidelity Disruptive Automation ETF position peaked at $0 in Q1 2025.
23 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.