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FDTX - ETF AI Analysis

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FDTX

Fidelity Disruptive Technology ETF (FDTX)

Rating:68Neutral
Price Target:
FDTX, the Fidelity Disruptive Technology ETF, has a solid overall rating driven mainly by strong, innovation-focused leaders like TSMC, Alphabet, Micron, and Marvell, which all benefit from powerful trends in AI, data centers, and advanced chips. However, holdings such as Seagate and Coherent face challenges like high debt, weaker profitability, and rich valuations, which weigh on the fund’s rating. The main risk is that the ETF is heavily concentrated in a single theme—disruptive and AI-related technology—so it can be more volatile if sentiment or earnings in this sector weaken.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing that its strategy has recently worked well for investors.
Leading Technology Holdings
Many of the top positions, such as major chipmakers and large tech platforms, have shown strong or steady performance, helping drive the fund’s returns.
Focused Exposure to Disruptive Tech
A high weight in technology and related sectors gives investors targeted exposure to companies driving innovation and long-term growth trends.
Negative Factors
High Sector Concentration
With most assets in technology, the fund is heavily exposed to swings in one sector, which can increase volatility when tech stocks fall out of favor.
Recent Short-Term Weakness
The ETF has had a weak recent month, which may signal higher short-term ups and downs for investors.
Limited Geographic Diversification
The portfolio is dominated by U.S. companies, offering little exposure to other regions and reducing the benefits of global diversification.

FDTX vs. SPDR S&P 500 ETF (SPY)

FDTX Summary

The Fidelity Disruptive Technology ETF (FDTX) focuses on companies leading big technology changes, rather than tracking a traditional index. It invests mainly in U.S. tech and communication firms involved in areas like artificial intelligence, chips, and cloud computing. Well-known holdings include Nvidia, Amazon, Microsoft, Alphabet (Google), and Taiwan Semiconductor (TSMC). Someone might invest in this ETF to seek long-term growth by owning a basket of innovative tech leaders instead of picking single stocks. However, because it is heavily concentrated in technology, its price can swing a lot and may fall sharply if tech stocks go out of favor.
How much will it cost me?The Fidelity Disruptive Technology ETF (FDTX) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on innovative and disruptive technology companies rather than tracking a broad index. Active management often involves higher costs due to research and portfolio adjustments.
What would affect this ETF?The Fidelity Disruptive Technology ETF (FDTX) could benefit from growing global demand for innovative technologies like AI, blockchain, and renewable energy, as well as strong performance from top holdings such as Nvidia and Microsoft. However, it may face challenges from rising interest rates, which can impact growth-focused companies, and regulatory scrutiny in sectors like AI and data privacy. Global economic uncertainty could also affect consumer spending and technology adoption rates.

FDTX Top 10 Holdings

FDTX is leaning hard into the AI and data boom, with chip and storage names like Marvell, Micron, Western Digital, and Seagate doing most of the heavy lifting as their shares keep rising on optimism around data centers and high‑bandwidth memory. TSMC adds steady support as the manufacturing backbone of advanced chips. On the other side, Nvidia, Amazon, and Alphabet have turned more mixed lately, with some short‑term wobbling after big prior runs, so they’re no longer sprinting ahead. Overall, it’s a tech-heavy, globally diversified bet on disruptive computing and AI infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Micron7.96%$21.32M$1.10T773.60%
79
Outperform
Marvell7.25%$19.41M$182.12B187.96%
76
Outperform
TSMC6.13%$16.42M$1.94T80.99%
81
Outperform
Palo Alto Networks4.83%$12.94M$278.85B68.30%
73
Outperform
Nvidia4.73%$12.67M$5.02T24.17%
76
Outperform
Amazon3.93%$10.53M$2.66T7.25%
71
Outperform
Seagate Tech3.92%$10.50M$199.97B508.38%
68
Neutral
Western Digital3.90%$10.45M$189.02B703.04%
77
Outperform
Alphabet Class C3.63%$9.73M$4.22T78.53%
82
Outperform
Microsoft3.60%$9.64M$2.95T-22.84%
79
Outperform

FDTX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
53.66
Negative
100DMA
47.34
Positive
200DMA
43.98
Positive
Market Momentum
MACD
-0.64
Positive
RSI
46.44
Neutral
STOCH
47.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDTX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.97, equal to the 50-day MA of 53.66, and equal to the 200-day MA of 43.98, indicating a neutral trend. The MACD of -0.64 indicates Positive momentum. The RSI at 46.44 is Neutral, neither overbought nor oversold. The STOCH value of 47.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FDTX.

FDTX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$278.26M0.50%
68
Neutral
$721.64M0.45%
59
Neutral
$453.61M0.58%
62
Neutral
$418.23M0.39%
60
Neutral
$211.08M0.70%
64
Neutral
$183.04M0.75%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FDTX
Fidelity Disruptive Technology ETF
52.33
12.75
32.21%
AGIX
KraneShares Artificial Intelligence & Technology ETF
ALAI
Alger AI Enablers & Adopters ETF
CCNR
CoreCommodity Natural Resources ETF
LOUP
Innovator Loup Frontier Tech ETF
BCTK
Baron Technology ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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