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Hantz Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Hantz Financial 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
2022
Q2 		– Sell
-201
Closed -$16K – 1061
2022
Q1 		$16K Buy
+201
New +$15.9K ﹤0.01% 716

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hantz Financial Services's FDIS Position: Q2 2022 in Review

Hantz Financial Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 201 shares — an estimated $16K sold.

Hantz Financial Services first reported a position in FDIS in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

  • Hantz Financial Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
  • Hantz Financial Services sold 201 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $16K.
  • Hantz Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and held it in 1 quarter.
  • Hantz Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $16K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Hantz Financial Services's 13F filing for Q2 2022, filed 25 Jul 2022.