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

HBW 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 Q2	–	Sell	-15,428	Closed	-$1.22M	–	346
2024 Q1	$1.22M	Hold	15,428	–	–	0.23%	110
2023 Q4	$1.22M	Buy	+15,428	New	+$1.11M	0.23%	110
2022 Q1	–	Sell	-12,105	Closed	-$1.07M	–	237
2021 Q4	$1.07M	Buy	+12,105	New	+$1.05M	0.25%	99
2021 Q3	–	Sell	-23,636	Closed	-$1.92M	–	250
2021 Q2	$1.92M	Buy	+23,636	New	+$1.87M	0.51%	62
2020 Q4	–	Sell	-23,531	Closed	-$1.46M	–	226
2020 Q3	$1.46M	Buy	+23,531	New	+$1.4M	0.6%	60

Other funds holding FDIS

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

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

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

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return