Roxbury Financial’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

Roxbury Financial’s Portfolio FDIG Stock Details FDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-82	Closed	-$3.5K	–	434
2026 Q2	$3.5K	Hold	82	–	–	﹤0.01%	354
2026 Q1	$2.68K	Hold	82	–	–	﹤0.01%	340
2025 Q4	$3.15K	Buy	82 +1	+1%	+$47	﹤0.01%	332
2025 Q3	$3.98K	Hold	81	–	–	﹤0.01%	321
2025 Q2	$2.88K	Hold	81	–	–	﹤0.01%	329
2025 Q1	$2.35K	Buy	+81	New	+$2.53K	﹤0.01%	315

Other funds holding FDIG

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Roxbury Financial's FDIG Position: Q3 2026 in Review

Roxbury Financial sold out of Fidelity Crypto Industry and Digital Payments ETF (FDIG) in Q3 2026, closing a stake of 82 shares — an estimated $3.5K sold.

Roxbury Financial first reported a position in FDIG in Q1 2025 and held it in 6 quarters. The position peaked at $3.98K in Q3 2025. 23 funds tracked by Wall St. Rank hold FDIG as of Q3 2026.

Roxbury Financial reported no remaining Fidelity Crypto Industry and Digital Payments ETF position as of Q3 2026 after selling out during the quarter.
Roxbury Financial sold 82 Fidelity Crypto Industry and Digital Payments ETF shares in Q3 2026, an estimated $3.5K.
Roxbury Financial first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q1 2025 and held it in 6 quarters.
Roxbury Financial's Fidelity Crypto Industry and Digital Payments ETF position peaked at $3.98K in Q3 2025.
23 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.