FDx Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

FDx 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
2018 Q3	–	Sell	-5,613	Closed	-$240K	–	895
2018 Q2	$240K	Sell	5,613 -6,773	-55%	-$281K	0.01%	796
2018 Q1	$492K	Buy	12,386 +4,268	+53%	+$175K	0.01%	774
2017 Q4	$318K	Sell	8,118 -2,737	-25%	-$102K	0.01%	1006
2017 Q3	$389K	Buy	10,855 +72	+0.7%	+$2.56K	0.01%	928
2017 Q2	$383K	Buy	10,783 +620	+6%	+$21.9K	0.01%	878
2017 Q1	$352K	Sell	10,163 -7,550	-43%	-$255K	0.01%	918
2016 Q4	$570K	Buy	+17,713	New	+$563K	0.02%	724

Other funds holding FDIS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

FDx Advisors's FDIS Position: Q3 2018 in Review

FDx Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2018, closing a stake of 5,613 shares — an estimated $240K sold.

FDx Advisors first reported a position in FDIS in Q4 2016 and held it in 7 quarters. The position peaked at $570K in Q4 2016. 93 funds tracked by Wall St. Rank hold FDIS as of Q3 2018.

FDx Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 5,613 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2018, an estimated $240K.
FDx Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2016 and held it in 7 quarters.
FDx Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $570K in Q4 2016.
93 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.