Root Financial Partners’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Root Financial Partners’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
2026 Q3	$140K	Buy	+2,382	New	+$129K	﹤0.01%	579

Other funds holding FDTX

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fidelity Disruptive Technology ETF (FDTX) in Q3 2026: 2,382 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

7 funds tracked by Wall St. Rank hold FDTX as of Q3 2026.

Root Financial Partners held 2,382 shares of Fidelity Disruptive Technology ETF worth $140K as of Q3 2026.
Fidelity Disruptive Technology ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Disruptive Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #579 holding.
7 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q3 2026.

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