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Sequoia Financial Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History

Sequoia Financial Advisors’s Portfolio FDIF Stock Details FDIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Buy
8,426
+7
+0.1% +$263 ﹤0.01% 1581
2026
Q1 		$276K Buy
8,419
+4
+0% +$140 ﹤0.01% 1614
2025
Q4 		$301K Buy
8,415
+8
+0.1% +$285 ﹤0.01% 1558
2025
Q3 		$299K Buy
8,407
+4
+0% +$138 ﹤0.01% 1398
2025
Q2 		$284K Buy
8,403
+13
+0.2% +$402 ﹤0.01% 1292
2025
Q1 		$248K Buy
8,390
+7
+0.1% +$224 ﹤0.01% 1157
2024
Q4 		$265K Buy
8,383
+11
+0.1% +$348 ﹤0.01% 1072
2024
Q3 		$254K Buy
8,372
+7
+0.1% +$203 ﹤0.01% 1050
2024
Q2 		$241K Buy
8,365
+12
+0.1% +$338 ﹤0.01% 992
2024
Q1 		$240K Buy
8,353
+84
+1% +$2.31K ﹤0.01% 966
2023
Q4 		$219K Buy
+8,269
New +$197K ﹤0.01% 1070

Other funds holding FDIF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sequoia Financial Advisors's FDIF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Fidelity Disruptors ETF (FDIF) stake by 0.08% in Q2 2026, buying an estimated $263 and bringing the position to 8,426 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Sequoia Financial Advisors first reported a position in FDIF in Q4 2023 and has held it in 11 quarters since. 6 funds tracked by Wall St. Rank hold FDIF as of Q2 2026.

  • Sequoia Financial Advisors held 8,426 shares of Fidelity Disruptors ETF worth $341K as of Q2 2026.
  • Sequoia Financial Advisors bought 7 Fidelity Disruptors ETF shares in Q2 2026, an estimated $263.
  • Fidelity Disruptors ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1581 holding.
  • Sequoia Financial Advisors first reported a position in Fidelity Disruptors ETF in Q4 2023 and has held it in 11 quarters since.
  • 6 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.