Level Four Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Level Four Financial’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 Q3	$366K	Hold	4,554	–	–	0.16%	164
2021 Q2	$369K	Buy	+4,554	New	+$361K	0.16%	181

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Level Four Financial's FDIS Position: Q3 2021 in Review

Level Four Financial held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q3 2021 at 4,554 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #164.

Level Four Financial first reported a position in FDIS in Q2 2021 and has held it in 2 quarters since. The position peaked at $369K in Q2 2021. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

Level Four Financial held 4,554 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $366K as of Q3 2021.
Level Four Financial left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q3 2021.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.16% of Level Four Financial's portfolio in Q3 2021, its #164 holding.
Level Four Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2021 and has held it in 2 quarters since.
Level Four Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $369K in Q2 2021.
169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.