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Ridgewood Investments’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-38
Closed -$969 – 377
2023
Q2 		$969 Buy
+38
New +$970 ﹤0.01% 742

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ridgewood Investments's FDTX Position: Q3 2023 in Review

Ridgewood Investments sold out of Fidelity Disruptive Technology ETF (FDTX) in Q3 2023, closing a stake of 38 shares — an estimated $969 sold.

Ridgewood Investments first reported a position in FDTX in Q2 2023 and held it in 1 quarter. The position peaked at $969 in Q2 2023. 12 funds tracked by Wall St. Rank hold FDTX as of Q3 2023.

  • Ridgewood Investments reported no remaining Fidelity Disruptive Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 38 Fidelity Disruptive Technology ETF shares in Q3 2023, an estimated $969.
  • Ridgewood Investments first reported a position in Fidelity Disruptive Technology ETF in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Fidelity Disruptive Technology ETF position peaked at $969 in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.