SMAM
FDTX icon

Sugar Maple Asset Management’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Sugar Maple Asset Management’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
2025
Q1 		– Sell
-171
Closed -$6.06K – 204
2024
Q4 		$6.06K Buy
+171
New +$5.98K ﹤0.01% 230

Other funds holding FDTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sugar Maple Asset Management's FDTX Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Fidelity Disruptive Technology ETF (FDTX) in Q1 2025, closing a stake of 171 shares — an estimated $6.06K sold.

Sugar Maple Asset Management first reported a position in FDTX in Q4 2024 and held it in 1 quarter. The position peaked at $6.06K in Q4 2024. 19 funds tracked by Wall St. Rank hold FDTX as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Fidelity Disruptive Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 171 Fidelity Disruptive Technology ETF shares in Q1 2025, an estimated $6.06K.
  • Sugar Maple Asset Management first reported a position in Fidelity Disruptive Technology ETF in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Fidelity Disruptive Technology ETF position peaked at $6.06K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.