Root Financial Partners’s Fidelity Ethereum Fund FETH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$82.7K	Buy	+3,114	New	+$67.2K	﹤0.01%	835
2026 Q2	–	Sell	-3,102	Closed	-$64.8K	–	3337
2026 Q1	$64.8K	Hold	3,102	–	–	﹤0.01%	750
2025 Q4	$91.8K	Buy	3,102 +1,602	+107%	+$55.3K	﹤0.01%	500
2025 Q3	$62.3K	Buy	+1,500	New	+$58.8K	﹤0.01%	595

Other funds holding FETH

KDK Private Wealth Management Houston, Texas $126M AUM 17.87% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fidelity Ethereum Fund (FETH) in Q3 2026: 3,114 shares worth $82.7K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FETH as recently as Q1 2026.

Root Financial Partners first reported a position in FETH in Q3 2025 and has held it in 4 quarters since. The position peaked at $91.8K in Q4 2025. 67 funds tracked by Wall St. Rank hold FETH as of Q3 2026.

Root Financial Partners held 3,114 shares of Fidelity Ethereum Fund worth $82.7K as of Q3 2026.
Fidelity Ethereum Fund was a new Root Financial Partners position in Q3 2026.
Fidelity Ethereum Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #835 holding.
Root Financial Partners first reported a position in Fidelity Ethereum Fund in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Fidelity Ethereum Fund position peaked at $91.8K in Q4 2025.
67 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q3 2026.

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