Avantax Advisory Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-3,244	Closed	-$256K	–	1682
2023 Q4	$256K	Buy	+3,244	New	+$234K	﹤0.01%	1329
2022 Q1	–	Sell	-4,393	Closed	-$388K	–	1311
2021 Q4	$388K	Buy	+4,393	New	+$382K	0.01%	853

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's FDIS Position: Q1 2024 in Review

Avantax Advisory Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 3,244 shares — an estimated $256K sold.

Avantax Advisory Services first reported a position in FDIS in Q4 2021 and held it in 2 quarters. The position peaked at $388K in Q4 2021. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

Avantax Advisory Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 3,244 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $256K.
Avantax Advisory Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 2 quarters.
Avantax Advisory Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $388K in Q4 2021.
186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.