Montgomery Financial Services’s Fidelity Disruptive Finance ETF FDFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Buy	+467	New	+$15.5K	0.01%	142

Other funds holding FDFF

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

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

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

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

Montgomery Financial Services opened a new position in Fidelity Disruptive Finance ETF (FDFF) in Q2 2026: 467 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings.

16 funds tracked by Wall St. Rank hold FDFF as of Q2 2026.

Montgomery Financial Services held 467 shares of Fidelity Disruptive Finance ETF worth $15.5K as of Q2 2026.
Fidelity Disruptive Finance ETF was a new Montgomery Financial Services position in Q2 2026.
Fidelity Disruptive Finance ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #142 holding.
16 funds tracked by Wall St. Rank held Fidelity Disruptive Finance ETF as of Q2 2026.

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