Winch Advisory Services’s Fidelity Disruptors ETF FDIF Stock Holding History

Winch Advisory Services’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
2026 Q1	$10.1K	Hold	308	–	–	﹤0.01%	319
2025 Q4	$11K	Hold	308	–	–	﹤0.01%	299
2025 Q3	$10.9K	Hold	308	–	–	﹤0.01%	293
2025 Q2	$10.4K	Hold	308	–	–	﹤0.01%	291
2025 Q1	$9.11K	Hold	308	–	–	﹤0.01%	291
2024 Q4	$9.73K	Hold	308	–	–	﹤0.01%	293
2024 Q3	$9.35K	Hold	308	–	–	﹤0.01%	268
2024 Q2	$8.89K	Hold	308	–	–	﹤0.01%	269
2024 Q1	$8.85K	Hold	308	–	–	﹤0.01%	264
2023 Q4	$8.15K	Hold	308	–	–	﹤0.01%	270
2023 Q3	$7K	Hold	308	–	–	﹤0.01%	281
2023 Q2	$8K	Buy	+308	New	+$7.58K	﹤0.01%	269

Other funds holding FDIF

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Winch Advisory Services's FDIF Position: Q1 2026 in Review

Winch Advisory Services held its Fidelity Disruptors ETF (FDIF) position steady in Q1 2026 at 308 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Winch Advisory Services first reported a position in FDIF in Q2 2023 and has held it in 12 quarters since. The position peaked at $11K in Q4 2025. 22 funds tracked by Wall St. Rank hold FDIF as of Q1 2026.

Winch Advisory Services held 308 shares of Fidelity Disruptors ETF worth $10.1K as of Q1 2026.
Winch Advisory Services left its Fidelity Disruptors ETF share count unchanged in Q1 2026.
Fidelity Disruptors ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #319 holding.
Winch Advisory Services first reported a position in Fidelity Disruptors ETF in Q2 2023 and has held it in 12 quarters since.
Winch Advisory Services's Fidelity Disruptors ETF position peaked at $11K in Q4 2025.
22 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.