Root Financial Partners’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Root Financial Partners’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.6K	Buy	+2,402	New	+$42.2K	﹤0.01%	1215

Other funds holding FDRV

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Root Financial Partners's FDRV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q3 2026: 2,402 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

2 funds tracked by Wall St. Rank hold FDRV as of Q3 2026.

Root Financial Partners held 2,402 shares of Fidelity Electric Vehicles and Future Transportation ETF worth $38.6K as of Q3 2026.
Fidelity Electric Vehicles and Future Transportation ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Electric Vehicles and Future Transportation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1215 holding.
2 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.