UBS Group
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UBS Group’s Fidelity Disruptors ETF FDIF Stock Holding History

UBS Group’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
2025
Q1 		– Sell
-153
Closed -$4.83K – 10361
2024
Q4 		$4.83K Buy
+153
New +$4.83K ﹤0.01% 8723
2024
Q2 		– Sell
-202
Closed -$5.8K – 9680
2024
Q1 		$5.8K Sell
202
-431
-68% -$11.8K ﹤0.01% 7504
2023
Q4 		$16.8K Buy
633
+575
+991% +$13.7K ﹤0.01% 7215
2023
Q3 		$1.32K Sell
58
-1,380
-96% -$33.5K ﹤0.01% 7987
2023
Q2 		$35.8K Buy
+1,438
New +$35.4K ﹤0.01% 6644

Other funds holding FDIF

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's FDIF Position: Q1 2025 in Review

UBS Group sold out of Fidelity Disruptors ETF (FDIF) in Q1 2025, closing a stake of 153 shares — an estimated $4.83K sold.

UBS Group first reported a position in FDIF in Q2 2023 and held it in 5 quarters. The position peaked at $35.8K in Q2 2023. 16 funds tracked by Wall St. Rank hold FDIF as of Q1 2025.

  • UBS Group reported no remaining Fidelity Disruptors ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 153 Fidelity Disruptors ETF shares in Q1 2025, an estimated $4.83K.
  • UBS Group first reported a position in Fidelity Disruptors ETF in Q2 2023 and held it in 5 quarters.
  • UBS Group's Fidelity Disruptors ETF position peaked at $35.8K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.