Wealthspire Advisors (New York)’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,185	Closed	-$159K	–	857
2025 Q1	$159K	Hold	12,185	–	–	﹤0.01%	754
2024 Q4	$162K	Sell	12,185 -12,185	-50%	-$167K	﹤0.01%	758
2024 Q3	$343K	Buy	+24,370	New	+$325K	﹤0.01%	592

Other funds holding FDRV

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDRV Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q2 2025, closing a stake of 12,185 shares — an estimated $159K sold.

Wealthspire Advisors (New York) first reported a position in FDRV in Q3 2024 and held it in 3 quarters. The position peaked at $343K in Q3 2024. 12 funds tracked by Wall St. Rank hold FDRV as of Q2 2025.

Wealthspire Advisors (New York) reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q2 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 12,185 Fidelity Electric Vehicles and Future Transportation ETF shares in Q2 2025, an estimated $159K.
Wealthspire Advisors (New York) first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q3 2024 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Fidelity Electric Vehicles and Future Transportation ETF position peaked at $343K in Q3 2024.
12 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.