SFMG Wealth Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History

SFMG Wealth 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	$10.3M	Buy	254,195 +21,457	+9%	+$805K	0.62%	24
2026 Q1	$7.63M	Buy	232,738 +13,008	+6%	+$454K	0.52%	25
2025 Q4	$7.87M	Buy	219,730 +8,077	+4%	+$288K	0.53%	22
2025 Q3	$7.52M	Buy	211,653 +17,483	+9%	+$603K	0.52%	24
2025 Q2	$6.55M	Buy	194,170 +10,686	+6%	+$330K	0.49%	32
2025 Q1	$5.43M	Sell	183,484 -9,071	-5%	-$290K	0.43%	34
2024 Q4	$6.08M	Buy	192,555 +3,463	+2%	+$109K	0.48%	32
2024 Q3	$5.74M	Buy	189,092 +14,225	+8%	+$412K	0.47%	31
2024 Q2	$5.04M	Buy	174,867 +1,997	+1%	+$56.3K	0.44%	33
2024 Q1	$4.97M	Buy	+172,870	New	+$4.75M	0.43%	33

Other funds holding FDIF

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFMG Wealth Advisors's FDIF Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Fidelity Disruptors ETF (FDIF) stake by 9.2% in Q2 2026, buying an estimated $805K and bringing the position to 254,195 shares worth $10.3M. The position accounts for 0.62% of the portfolio, ranked #24.

SFMG Wealth Advisors first reported a position in FDIF in Q1 2024 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold FDIF as of Q2 2026.

SFMG Wealth Advisors held 254,195 shares of Fidelity Disruptors ETF worth $10.3M as of Q2 2026.
SFMG Wealth Advisors bought 21,457 Fidelity Disruptors ETF shares in Q2 2026, an estimated $805K.
Fidelity Disruptors ETF made up 0.62% of SFMG Wealth Advisors's portfolio in Q2 2026, its #24 holding.
SFMG Wealth Advisors first reported a position in Fidelity Disruptors ETF in Q1 2024 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.