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Advisornet Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Advisornet Financial’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$70 – 2452
2023
Q3 		$70 Buy
+1
New +$73 ﹤0.01% 2231
2022
Q2 		– Sell
-28
Closed -$2K – 1947
2022
Q1 		$2K Hold
28
– – ﹤0.01% 1775
2021
Q4 		$2K Hold
28
– – ﹤0.01% 1807
2021
Q3 		$2K Hold
28
– – ﹤0.01% 1744
2021
Q2 		$2K Hold
28
– – ﹤0.01% 1681
2021
Q1 		$2K Hold
28
– – ﹤0.01% 1628
2020
Q4 		$2K Hold
28
– – ﹤0.01% 1539
2020
Q3 		$2K Buy
+28
New +$1.67K ﹤0.01% 1560
2019
Q2 		– Sell
-1,719
Closed -$75K – 1722
2019
Q1 		$75K Buy
1,719
+588
+52% +$24.7K 0.01% 631
2018
Q4 		$43K Buy
1,131
+676
+149% +$27.9K 0.01% 720
2018
Q3 		$21K Buy
+455
New +$20.2K ﹤0.01% 943

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return