Morton Brown Family Wealth’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Morton Brown Family Wealth’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
2025 Q3	–	Sell	-2	Closed	-$78	–	289
2025 Q2	$78	Hold	2	–	–	﹤0.01%	309
2025 Q1	$63	Buy	+2	New	+$71	﹤0.01%	314

Other funds holding FDTX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Morton Brown Family Wealth's FDTX Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Fidelity Disruptive Technology ETF (FDTX) in Q3 2025, closing a stake of 2 shares — an estimated $78 sold.

Morton Brown Family Wealth first reported a position in FDTX in Q1 2025 and held it in 2 quarters. The position peaked at $78 in Q2 2025. 36 funds tracked by Wall St. Rank hold FDTX as of Q3 2025.

Morton Brown Family Wealth reported no remaining Fidelity Disruptive Technology ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 2 Fidelity Disruptive Technology ETF shares in Q3 2025, an estimated $78.
Morton Brown Family Wealth first reported a position in Fidelity Disruptive Technology ETF in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's Fidelity Disruptive Technology ETF position peaked at $78 in Q2 2025.
36 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.