HBW
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Hazlett, Burt & Watson’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Hazlett, Burt & Watson’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
Q4 		– Sell
-37
Closed -$3K – 762
2024
Q3 		$3K Hold
37
– – ﹤0.01% 639
2024
Q2 		$3K Sell
37
-147
-80% -$11.7K ﹤0.01% 628
2024
Q1 		$15K Hold
184
– – 0.01% 470
2023
Q4 		$15K Hold
184
– – 0.01% 451
2023
Q3 		$13K Hold
184
– – 0.01% 468
2023
Q2 		$13K Hold
184
– – 0.01% 454
2023
Q1 		$12K Hold
184
– – 0.01% 431
2022
Q4 		$10K Sell
184
-149
-45% -$9.04K 0.01% 452
2022
Q3 		$20K Hold
333
– – 0.02% 375
2022
Q2 		$20K Buy
333
+1
+0.3% +$68 0.02% 380
2022
Q1 		$26K Buy
+332
New +$26.2K 0.02% 364

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return