First Command Advisory Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

First Command Advisory Services’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
2024 Q1	–	Sell	-36	Closed	-$2.84K	–	610
2023 Q4	$2.84K	Buy	36 +19	+112%	+$1.37K	﹤0.01%	414
2023 Q3	$1.19K	Buy	+17	New	+$1.25K	﹤0.01%	421

Other funds holding FDIS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MFG

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Command Advisory Services's FDIS Position: Q1 2024 in Review

First Command Advisory Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 36 shares — an estimated $2.84K sold.

First Command Advisory Services first reported a position in FDIS in Q3 2023 and held it in 2 quarters. The position peaked at $2.84K in Q4 2023. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

First Command Advisory Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
First Command Advisory Services sold 36 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $2.84K.
First Command Advisory Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 2 quarters.
First Command Advisory Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.84K in Q4 2023.
186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on First Command Advisory Services's 13F filing for Q1 2024, filed 2 May 2024.