Fulcrum Equity Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Fulcrum Equity 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
2021 Q4	–	Sell	-3,407	Closed	-$273K	–	186
2021 Q3	$273K	Buy	+3,407	New	+$279K	0.11%	143

Other funds holding FDIS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

KAS

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Fulcrum Equity Management's FDIS Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 3,407 shares — an estimated $273K sold.

Fulcrum Equity Management first reported a position in FDIS in Q3 2021 and held it in 1 quarter. The position peaked at $273K in Q3 2021. 202 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

Fulcrum Equity Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 3,407 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $273K.
Fulcrum Equity Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and held it in 1 quarter.
Fulcrum Equity Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $273K in Q3 2021.
202 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.