SS
FBOT icon

Sunbelt Securities’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Sunbelt Securities’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 		$8.14K Buy
246
+96
+64% +$3.38K ﹤0.01% 1547
2025
Q4 		$5.01K Sell
150
-8,174
-98% -$270K ﹤0.01% 1648
2025
Q3 		$273K Buy
+8,324
New +$262K 0.02% 554
2025
Q2 		– Sell
-9,573
Closed -$249K – 1839
2025
Q1 		$249K Buy
+9,573
New +$272K 0.02% 511
2024
Q3 		– Sell
-2,330
Closed -$61.7K – 1870
2024
Q2 		$61.7K Hold
2,330
– – 0.01% 853
2024
Q1 		$62K Hold
2,330
– – 0.01% 828
2023
Q4 		$58.6K Hold
2,330
– – 0.01% 778
2023
Q3 		$51.7K Hold
2,330
– – 0.01% 791
2023
Q2 		$60K Buy
+2,330
New +$60K 0.01% 749

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

Sunbelt Securities's FBOT Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Disruptive Automation ETF (FBOT) stake by 64% in Q1 2026, buying an estimated $3.38K and bringing the position to 246 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Sunbelt Securities first reported a position in FBOT in Q2 2023 and has held it in 9 quarters since. The position peaked at $273K in Q3 2025. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • Sunbelt Securities held 246 shares of Fidelity Disruptive Automation ETF worth $8.14K as of Q1 2026.
  • Sunbelt Securities bought 96 Fidelity Disruptive Automation ETF shares in Q1 2026, an estimated $3.38K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1547 holding.
  • Sunbelt Securities first reported a position in Fidelity Disruptive Automation ETF in Q2 2023 and has held it in 9 quarters since.
  • Sunbelt Securities's Fidelity Disruptive Automation ETF position peaked at $273K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.