Certified Advisory Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,197	Closed	-$91K	–	377
2021 Q1	$91K	Buy	+1,197	New	+$89.9K	0.02%	265
2020 Q2	$24K	Buy	465 +331	+247%	+$15.4K	0.01%	406
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	612
2019 Q4	$6K	Buy	134 +120	+857%	+$5.59K	﹤0.01%	642
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	764
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	770
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	714
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	709
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	745
2018 Q2	$1K	Buy	14 +1	+8%	+$41	﹤0.01%	733
2018 Q1	$0	Hold	13	–	–	﹤0.01%	750
2017 Q4	$0	Buy	+13	New	+$485	﹤0.01%	699

Other funds holding FDIS

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return