HS
FDIS icon

Horan Securities’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Horan Securities’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
Q1 		– Sell
-6
Closed – – 427
2020
Q4 		$0 Sell
6
-15
-71% -$996 ﹤0.01% 407
2020
Q3 		$1K Buy
+21
New +$1.25K ﹤0.01% 329

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Horan Securities's FDIS Position: Q1 2021 in Review

Horan Securities sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2021, closing a stake of 6 shares.

Horan Securities first reported a position in FDIS in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 164 funds tracked by Wall St. Rank hold FDIS as of Q1 2021.

  • Horan Securities reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2021 after selling out during the quarter.
  • Horan Securities sold 6 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2021.
  • Horan Securities first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and held it in 2 quarters.
  • Horan Securities's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2021.

Based on Horan Securities's 13F filing for Q1 2021, filed 14 May 2021.