Wealth Enhancement Advisory Services
FDTX icon

Wealth Enhancement Advisory Services’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-4,851
Closed -$205K – 3687
2025
Q4 		$205K Buy
+4,851
New +$199K ﹤0.01% 3258

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Commonwealth Equity Services
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $130M AUM 29.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDTX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Fidelity Disruptive Technology ETF (FDTX) in Q1 2026, closing a stake of 4,851 shares — an estimated $205K sold.

Wealth Enhancement Advisory Services first reported a position in FDTX in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 39 funds tracked by Wall St. Rank hold FDTX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Fidelity Disruptive Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,851 Fidelity Disruptive Technology ETF shares in Q1 2026, an estimated $205K.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity Disruptive Technology ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Fidelity Disruptive Technology ETF position peaked at $205K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Fidelity Disruptive Technology ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.