Root Financial Partners’s Fidelity Fundamental Developed International ETF FFDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$151	–	2541
2025 Q3	$151	Buy	+5	New	+$148	﹤0.01%	2221

Other funds holding FFDI

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return

Root Financial Partners's FFDI Position: Q4 2025 in Review

Root Financial Partners sold out of Fidelity Fundamental Developed International ETF (FFDI) in Q4 2025, closing a stake of 5 shares — an estimated $151 sold.

Root Financial Partners first reported a position in FFDI in Q3 2025 and held it in 1 quarter. The position peaked at $151 in Q3 2025. 8 funds tracked by Wall St. Rank hold FFDI as of Q4 2025.

Root Financial Partners reported no remaining Fidelity Fundamental Developed International ETF position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 5 Fidelity Fundamental Developed International ETF shares in Q4 2025, an estimated $151.
Root Financial Partners first reported a position in Fidelity Fundamental Developed International ETF in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Fidelity Fundamental Developed International ETF position peaked at $151 in Q3 2025.
8 funds tracked by Wall St. Rank held Fidelity Fundamental Developed International ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.