B.O.S.S. Retirement Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-11,124	Closed	-$984K	–	224
2024 Q3	$984K	Buy	11,124 +3,209	+41%	+$266K	0.2%	124
2024 Q2	$641K	Buy	7,915 +5,078	+179%	+$403K	0.16%	122
2024 Q1	$224K	Sell	2,837 -47	-2%	-$3.72K	0.09%	118
2023 Q4	$228K	Buy	+2,884	New	+$208K	0.04%	228

Other funds holding FDIS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

B.O.S.S. Retirement Advisors's FDIS Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2024, closing a stake of 11,124 shares — an estimated $984K sold.

B.O.S.S. Retirement Advisors first reported a position in FDIS in Q4 2023 and held it in 4 quarters. The position peaked at $984K in Q3 2024. 232 funds tracked by Wall St. Rank hold FDIS as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 11,124 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2024, an estimated $984K.
B.O.S.S. Retirement Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $984K in Q3 2024.
232 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.