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Gradient Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Gradient Investments’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
Q3 		– Sell
-623
Closed -$50.5K – 641
2024
Q2 		$50.5K Buy
+623
New +$49.5K ﹤0.01% 497
2023
Q3 		– Sell
-20
Closed -$1.47K – 1842
2023
Q2 		$1.47K Buy
+20
New +$1.33K ﹤0.01% 1245
2022
Q3 		– Sell
-97
Closed -$6K – 1397
2022
Q2 		$6K Sell
97
-32
-25% -$2.16K ﹤0.01% 871
2022
Q1 		$10K Sell
129
-1,392
-92% -$110K ﹤0.01% 770
2021
Q4 		$134K Sell
1,521
-140
-8% -$12.2K ﹤0.01% 327
2021
Q3 		$133K Buy
1,661
+36
+2% +$2.95K ﹤0.01% 330
2021
Q2 		$132K Sell
1,625
-149
-8% -$11.8K ﹤0.01% 330
2021
Q1 		$135K Buy
+1,774
New +$133K ﹤0.01% 323

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return