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Steward Partners Investment Advisory’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Steward Partners Investment Advisory’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.78K Buy
235
+45
+24% +$1.59K ﹤0.01% 3648
2025
Q4 		$6.32K Buy
190
+1
+0.5% +$33 ﹤0.01% 3615
2025
Q3 		$6.2K Hold
189
– – ﹤0.01% 3584
2025
Q2 		$5.66K Buy
+189
New +$5.18K ﹤0.01% 3438

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Steward Partners Investment Advisory's FBOT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Disruptive Automation ETF (FBOT) stake by 24% in Q1 2026, buying an estimated $1.59K and bringing the position to 235 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Steward Partners Investment Advisory first reported a position in FBOT in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • Steward Partners Investment Advisory held 235 shares of Fidelity Disruptive Automation ETF worth $7.78K as of Q1 2026.
  • Steward Partners Investment Advisory bought 45 Fidelity Disruptive Automation ETF shares in Q1 2026, an estimated $1.59K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3648 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity Disruptive Automation ETF in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.