Montgomery Financial Services’s Fidelity Disruptive Communications ETF FDCF Stock Holding History

Montgomery Financial Services’s Portfolio FDCF Stock Details FDCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.3K	Buy	+467	New	+$22.6K	0.02%	114

Other funds holding FDCF

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

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

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

Montgomery Financial Services's FDCF Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Fidelity Disruptive Communications ETF (FDCF) in Q2 2026: 467 shares worth $23.3K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings.

25 funds tracked by Wall St. Rank hold FDCF as of Q2 2026.

Montgomery Financial Services held 467 shares of Fidelity Disruptive Communications ETF worth $23.3K as of Q2 2026.
Fidelity Disruptive Communications ETF was a new Montgomery Financial Services position in Q2 2026.
Fidelity Disruptive Communications ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #114 holding.
25 funds tracked by Wall St. Rank held Fidelity Disruptive Communications ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.