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 Q2	$12.5K	Hold	308	–	–	﹤0.01%	312
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 $1.66B AUM 27.11% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $875B AUM 40.89% 1-Year Est. Return

SFA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Winch Advisory Services's FDIF Position: Q2 2026 in Review

Winch Advisory Services held its Fidelity Disruptors ETF (FDIF) position steady in Q2 2026 at 308 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Winch Advisory Services first reported a position in FDIF in Q2 2023 and has held it in 13 quarters since. 20 funds tracked by Wall St. Rank hold FDIF as of Q2 2026.

Winch Advisory Services held 308 shares of Fidelity Disruptors ETF worth $12.5K as of Q2 2026.
Winch Advisory Services left its Fidelity Disruptors ETF share count unchanged in Q2 2026.
Fidelity Disruptors ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #312 holding.
Winch Advisory Services first reported a position in Fidelity Disruptors ETF in Q2 2023 and has held it in 13 quarters since.
20 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.