Belvedere Trading
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Belvedere Trading’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Belvedere Trading’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
Q2 		– Sell
-394
Closed -$25.8K – 950
2023
Q1 		$25.8K Buy
+394
New +$24.8K ﹤0.01% 675
2021
Q1 		– Sell
-3,701
Closed -$265K – 288
2020
Q4 		$265K Buy
+3,701
New +$246K 0.01% 122

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Belvedere Trading's FDIS Position: Q2 2023 in Review

Belvedere Trading sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023, closing a stake of 394 shares — an estimated $25.8K sold.

Belvedere Trading first reported a position in FDIS in Q4 2020 and held it in 2 quarters. The position peaked at $265K in Q4 2020. 161 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

  • Belvedere Trading reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2023 after selling out during the quarter.
  • Belvedere Trading sold 394 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2023, an estimated $25.8K.
  • Belvedere Trading first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 2 quarters.
  • Belvedere Trading's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $265K in Q4 2020.
  • 161 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on Belvedere Trading's 13F filing for Q2 2023, filed 8 Aug 2023.