Ahrens Investment Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ahrens Investment Partners’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
2022 Q3	–	Sell	-11	Closed	-$1K	–	416
2022 Q2	$1K	Sell	11 -189	-95%	-$12.8K	﹤0.01%	911
2022 Q1	$16K	Sell	200 -805	-80%	-$63.5K	0.01%	620
2021 Q4	$89K	Buy	+1,005	New	+$87.5K	0.04%	308

Other funds holding FDIS

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

Ahrens Investment Partners's FDIS Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Ahrens Investment Partners first reported a position in FDIS in Q4 2021 and held it in 3 quarters. The position peaked at $89K in Q4 2021. 143 funds tracked by Wall St. Rank hold FDIS as of Q3 2022.

Ahrens Investment Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 11 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2022, an estimated $1K.
Ahrens Investment Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 3 quarters.
Ahrens Investment Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $89K in Q4 2021.
143 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.