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First Capital Advisors Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

First Capital Advisors Group’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 		$2.2K Buy
+30
New +$2K ﹤0.01% 800

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Capital Advisors Group's FDIS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023: 30 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

160 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

  • First Capital Advisors Group held 30 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.2K as of Q2 2023.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new First Capital Advisors Group position in Q2 2023.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #800 holding.
  • 160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.