American Portfolios Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

American Portfolios Advisors’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	$20.1K	Sell	330 -256	-44%	-$17.1K	﹤0.01%	2178
2022 Q2	$34.5K	Sell	586 -450	-43%	-$30.4K	﹤0.01%	1969
2022 Q1	$81.9K	Sell	1,036 -881	-46%	-$69.5K	﹤0.01%	1625
2021 Q4	$169K	Sell	1,917 -266	-12%	-$23.1K	0.01%	1239
2021 Q3	$175K	Buy	2,183 +655	+43%	+$53.7K	0.01%	1173
2021 Q2	$124K	Buy	1,528 +33	+2%	+$2.61K	﹤0.01%	1326
2021 Q1	$114K	Sell	1,495 -3,051	-67%	-$229K	0.01%	1263
2020 Q4	$325K	Buy	4,546 +1,592	+54%	+$106K	0.02%	698
2020 Q3	$183K	Buy	2,954 +1,675	+131%	+$99.7K	0.01%	830
2020 Q2	$66.5K	Buy	1,279 +1,244	+3,554%	+$58K	﹤0.01%	1184
2020 Q1	$1.32K	Hold	35	–	–	﹤0.01%	2503
2019 Q4	$1.69K	Hold	35	–	–	﹤0.01%	2609
2019 Q3	$1.6K	Hold	35	–	–	﹤0.01%	2560
2019 Q2	$1.6K	Hold	35	–	–	﹤0.01%	2523
2019 Q1	$1.53K	Hold	35	–	–	﹤0.01%	2424
2018 Q4	$1.34K	Buy	+35	New	+$1.44K	﹤0.01%	2214

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

American Portfolios Advisors's FDIS Position: Q3 2022 in Review

American Portfolios Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 44% in Q3 2022, selling an estimated $17.1K and leaving 330 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

American Portfolios Advisors first reported a position in FDIS in Q4 2018 and has held it in 16 quarters since. The position peaked at $325K in Q4 2020. 143 funds tracked by Wall St. Rank hold FDIS as of Q3 2022.

American Portfolios Advisors held 330 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $20.1K as of Q3 2022.
American Portfolios Advisors sold 256 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2022, an estimated $17.1K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2178 holding.
American Portfolios Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $325K in Q4 2020.
143 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.