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Upturn AI SWOT - About
Fidelity Disruptive Technology ETF (FDTX)
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Upturn Advisory Summary
09/16/2025: FDTX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 29.88% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.38 | 52 Weeks Range 26.71 - 38.95 | Updated Date 06/30/2025 |
52 Weeks Range 26.71 - 38.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity Disruptive Technology ETF
ETF Overview
Overview
The Fidelity Disruptive Technology ETF (FBCG) seeks long-term growth by investing in companies that are expected to benefit from disruptive technologies. It focuses on sectors like cloud computing, e-commerce, and robotics.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history in the investment management industry.
Management Expertise
Fidelity has a team of experienced portfolio managers and analysts specializing in technology and growth investing.
Investment Objective
Goal
To achieve long-term growth of capital.
Investment Approach and Strategy
Strategy: Actively managed, investing in companies believed to benefit from disruptive technology trends.
Composition Primarily invests in equity securities of companies involved in disruptive technologies.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): 3499000000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The disruptive technology ETF industry is highly competitive, with numerous funds targeting different niches within the broader technology sector. FBCG benefits from Fidelity's established brand and research capabilities, but faces stiff competition from thematic ETFs like ARKK, which have gained significant popularity. QQQ is a general tech ETF. DRIV and QCLN offer specific focus. Advantages include Fidelity's active management and wider investment universe, while disadvantages include potentially higher fees compared to passively managed competitors.
Financial Performance
Historical Performance: Historical performance data unavailable in this format.
Benchmark Comparison: Benchmark comparison unavailable in this format.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
FBCG is affected by economic growth, interest rates, technological innovation, and regulatory changes impacting the tech sector. Faster economic growth and lower interest rates are generally favorable, while increased regulation can pose challenges.
Growth Trajectory
The growth trajectory of FBCG depends on the continued adoption of disruptive technologies and the ability of its holdings to capitalize on these trends. Changes in strategy and holdings are actively managed by Fidelity.
Moat and Competitive Advantages
Competitive Edge
FBCG benefits from Fidelity's extensive research capabilities and active management style, allowing it to identify and invest in promising disruptive technology companies. Its broad investment universe and flexible approach provide an advantage over narrower, more passively managed ETFs. The active management allows for potential outperformance by identifying companies that are set to benefit. The wide investment universe can lead to diversification.
Risk Analysis
Volatility
The ETF's volatility is expected to be higher than the broader market due to its focus on growth-oriented technology companies.
Market Risk
The ETF is subject to market risk, particularly in the technology sector, which can be sensitive to changes in investor sentiment, economic conditions, and regulatory policies.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation and are comfortable with higher volatility levels associated with technology investments.
Market Risk
This ETF is suitable for long-term investors with a higher risk tolerance.
Summary
The Fidelity Disruptive Technology ETF seeks long-term growth through investments in companies benefiting from disruptive technologies. Managed by Fidelity's experienced team, it offers potential outperformance through active management. However, its focus on growth stocks results in above average market volatility. It is most suitable for long-term investors with higher risk tolerance who are seeking exposure to transformative technology sectors. The ETF's potential relies on the continued adoption of disruptive trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market share data may not be readily available or precisely comparable across all ETFs.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity Disruptive Technology ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in securities of disruptive technology companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.