BerganKDV Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

BerganKDV Wealth Management’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 Q2	–	Sell	-6	Closed	–	–	994
2022 Q1	$0	Buy	+6	New	+$473	﹤0.01%	1026
2020 Q3	–	Sell	-409	Closed	-$21K	–	933
2020 Q2	$21K	Buy	+409	New	+$19.1K	﹤0.01%	448

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MFG

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BerganKDV Wealth Management's FDIS Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 6 shares.

BerganKDV Wealth Management first reported a position in FDIS in Q2 2020 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 6 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2020 and held it in 2 quarters.
BerganKDV Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $21K in Q2 2020.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.