Mid Atlantic Financial Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Mid Atlantic Financial Management’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	$1.05M	Buy	13,045 +901	+7%	+$73.8K	0.07%	243
2021 Q2	$985K	Buy	12,144 +1,043	+9%	+$82.6K	0.07%	257
2021 Q1	$847K	Buy	11,101 +1,288	+13%	+$96.8K	0.06%	284
2020 Q4	$702K	Buy	9,813 +1,375	+16%	+$91.3K	0.05%	311
2020 Q3	$541K	Buy	8,438 +2,934	+53%	+$175K	0.05%	335
2020 Q2	$286K	Buy	+5,504	New	+$257K	0.03%	500
2020 Q1	–	Sell	-4,383	Closed	-$211K	–	712
2019 Q4	$211K	Buy	4,383 +9	+0.2%	+$419	0.02%	629
2019 Q3	$200K	Buy	+4,374	New	+$201K	0.02%	620

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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

Mid Atlantic Financial Management's FDIS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 7.4% in Q3 2021, buying an estimated $73.8K and bringing the position to 13,045 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #243.

Mid Atlantic Financial Management first reported a position in FDIS in Q3 2019 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

Mid Atlantic Financial Management held 13,045 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.05M as of Q3 2021.
Mid Atlantic Financial Management bought 901 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2021, an estimated $73.8K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #243 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and has held it in 8 quarters since.
169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.