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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Advisornet Financial's FDIS Position: Q4 2023 in Review

Advisornet Financial sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 1 share — an estimated $70 sold.

Advisornet Financial first reported a position in FDIS in Q3 2018 and held it in 11 quarters. The position peaked at $75K in Q1 2019. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

Advisornet Financial reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 1 Fidelity MSCI Consumer Discretionary Index ETF share in Q4 2023, an estimated $70.
Advisornet Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2018 and held it in 11 quarters.
Advisornet Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $75K in Q1 2019.
193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.