Steward Partners Investment Advisory’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Steward Partners Investment Advisory’s Portfolio FDTX Stock Details FDTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Hold	197	–	–	﹤0.01%	3677
2026 Q1	$7.27K	Hold	197	–	–	﹤0.01%	3670
2025 Q4	$8.03K	Hold	197	–	–	﹤0.01%	3532
2025 Q3	$7.99K	Hold	197	–	–	﹤0.01%	3494
2025 Q2	$7.68K	Buy	+197	New	+$6.73K	﹤0.01%	3325

Other funds holding FDTX

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

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Steward Partners Investment Advisory's FDTX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Fidelity Disruptive Technology ETF (FDTX) position steady in Q2 2026 at 197 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Steward Partners Investment Advisory first reported a position in FDTX in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold FDTX as of Q2 2026.

Steward Partners Investment Advisory held 197 shares of Fidelity Disruptive Technology ETF worth $11.4K as of Q2 2026.
Steward Partners Investment Advisory left its Fidelity Disruptive Technology ETF share count unchanged in Q2 2026.
Fidelity Disruptive Technology ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3677 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Disruptive Technology ETF in Q2 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.