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FDTX Institutional Ownership

Fidelity Disruptive Technology ETF
1W: +2.2% 1M: +13.7% 3M: +9.4% YTD: +47.1% 1Y: +47.2% 3Y: +159.2%
$60.13
+0.43 (+0.72%)
 
Weekly Expected Move ±2.8%
$57 $58 $60 $62 $64
ETF NASDAQ · AUM $220.8M

Institutional Ownership — FDTX

45
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
7
New Positions
10
Increased
13
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (50 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FMR LLC 498,129 $30M -16,874 -3.3% 13Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 137,370 $8M +77,156 +128.1% 7Q SEC ↗
3 CITADEL ADVISORS LLC 57,780 $3M +7,277 +14.4% 4Q SEC ↗
4 BXM Wealth LLC 25,840 $2M — +0.0% 5Q SEC ↗
5 Cambridge Investment Research Advisors 21,241 $1M -3,411 -13.8% 12Q SEC ↗
6 JPMORGAN CHASE & CO 19,715 $1M -881 -4.3% 6Q SEC ↗
7 JANE STREET GROUP, LLC 16,217 $975K +1,238 +8.3% 9Q SEC ↗
8 OSAIC HOLDINGS, INC. 12,397 $745K +5,725 +85.8% 13Q SEC ↗
9 Kovack Advisors, Inc. 9,215 $554K — +0.0% 10Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 9,209 $554K +94 +1.0% 6Q SEC ↗
11 LPL Financial LLC 8,016 $482K +898 +12.6% 4Q SEC ↗
12 Advisory Services Network, LLC 6,856 $412K +946 +16.0% 4Q SEC ↗
13 LANARK FINANCIAL, INC. 6,291 $378K -826 -11.6% 4Q SEC ↗
14 MML INVESTORS SERVICES, LLC NEW 5,711 $343K — +0.0% 1Q SEC ↗
15 VestGen Advisors, LLC 5,430 $327K — +0.0% 3Q SEC ↗
16 FLOW TRADERS U.S. LLC 5,215 $314K -75,892 -93.6% 4Q SEC ↗
17 Cetera Investment Advisers 4,900 $295K -2,116 -30.2% 2Q SEC ↗
18 Buska Wealth Management, LLC 4,788 $288K -5,967 -55.5% 10Q SEC ↗
19 BECK CAPITAL MANAGEMENT, LLC NEW 4,698 $282K — +0.0% 1Q SEC ↗
20 Wealthspire Advisors, LLC 4,686 $282K -1,094 -18.9% 2Q SEC ↗
21 Quadrature Capital Ltd NEW 4,304 $259K — +0.0% 1Q SEC ↗
22 Farther Finance Advisors, LLC 1,885 $113K +1,880 +37600.0% 7Q SEC ↗
23 WELLS FARGO & COMPANY/MN NEW 1,836 $110K — +0.0% 1Q SEC ↗
24 HARBOUR INVESTMENTS, INC. 1,617 $97K +1 +0.1% 12Q SEC ↗
25 Integrated Wealth Concepts LLC NEW 1,570 $94K — +0.0% 1Q SEC ↗
26 High Point Wealth Management, LLC 1,000 $60K — +0.0% 3Q SEC ↗
27 Noble Wealth Management PBC 1,000 $60K — +0.0% 4Q SEC ↗
28 IFP Advisors, Inc 966 $58K — +0.0% 13Q SEC ↗
29 HANTZ FINANCIAL SERVICES, INC. 886 $53K — +0.0% 2Q SEC ↗
30 Sunbelt Securities, Inc. 862 $52K -125 -12.7% 3Q SEC ↗
31 MERCER GLOBAL ADVISORS INC /ADV NEW 855 $51K — +0.0% 1Q SEC ↗
32 AE Wealth Management LLC 839 $50K +1 +0.1% 7Q SEC ↗
33 Cheviot Value Management, LLC 500 $30K — +0.0% 5Q SEC ↗
34 PNC Financial Services Group, Inc. 370 $22K — +0.0% 3Q SEC ↗
35 Core Capital Management & Research, in NEW 250 $15K — +0.0% 1Q SEC ↗
36 MCF Advisors LLC 207 $12K — +0.0% 2Q SEC ↗
37 Steward Partners Investment Advisory, 197 $12K — +0.0% 5Q SEC ↗
38 Parallel Advisors, LLC 181 $11K — +0.0% 10Q SEC ↗
39 MORGAN STANLEY 150 $9K -200 -57.1% 6Q SEC ↗
40 HighMark Wealth Management LLC 105 $6K — +0.0% 5Q SEC ↗
41 Central Pacific Bank - Trust Division 71 $4K — +0.0% 10Q SEC ↗
42 EverSource Wealth Advisors, LLC 65 $4K — +0.0% 6Q SEC ↗
43 Horizon Investments, LLC 4 $0K -4 -50.0% 2Q SEC ↗
44 Creative Planning 0 $0K -5,210 -100.0% 2Q SEC ↗
45 Kestra Advisory Services, LLC 0 $0K -750 -100.0% 1Q SEC ↗
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -50 -100.0% 3Q SEC ↗
47 Glass Jacobson Investment Advisors llc 0 $0K -725 -100.0% 1Q SEC ↗
48 SIMPLEX TRADING, LLC 0 $0K -128 -100.0% 2Q SEC ↗
49 WEALTH ENHANCEMENT ADVISORY SERVICES, 0 $0K -4,851 -100.0% 1Q SEC ↗
50 Virtu Financial LLC 0 $0K -5,094 -100.0% 2Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC +77,156 +128.1% 137,370
CITADEL ADVISORS LLC +7,277 +14.4% 57,780
OSAIC HOLDINGS, INC. +5,725 +85.8% 12,397
Farther Finance Advisors, LLC +1,880 +37600.0% 1,885
JANE STREET GROUP, LLC +1,238 +8.3% 16,217
Advisory Services Network, LLC +946 +16.0% 6,856
LPL Financial LLC +898 +12.6% 8,016
ENVESTNET ASSET MANAGEMENT INC +94 +1.0% 9,209
HARBOUR INVESTMENTS, INC. +1 +0.1% 1,617
AE Wealth Management LLC +1 +0.1% 839
Biggest Decreases (11)
HolderReducedChange %Total Shares
FLOW TRADERS U.S. LLC -75,892 -93.6% 5,215
FMR LLC -16,874 -3.3% 498,129
Buska Wealth Management, LLC -5,967 -55.5% 4,788
Cambridge Investment Research Advis -3,411 -13.8% 21,241
Cetera Investment Advisers -2,116 -30.2% 4,900
Wealthspire Advisors, LLC -1,094 -18.9% 4,686
JPMORGAN CHASE & CO -881 -4.3% 19,715
LANARK FINANCIAL, INC. -826 -11.6% 6,291
MORGAN STANLEY -200 -57.1% 150
Sunbelt Securities, Inc. -125 -12.7% 862
Horizon Investments, LLC -4 -50.0% 4

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms