MCC
FDIS icon

Money Concepts Capital’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-323
Closed -$18.3K – 1283
2022
Q4 		$18.3K Buy
+323
New +$19.6K ﹤0.01% 1717
2022
Q2 		– Sell
-33,187
Closed -$2.62M – 1818
2022
Q1 		$2.62M Buy
33,187
+654
+2% +$51.6K 0.15% 159
2021
Q4 		$2.87M Buy
+32,533
New +$2.83M 0.24% 107
2021
Q1 		$2.51M Sell
32,930
-238
-0.7% -$17.9K 0.2% 115
2020
Q4 		$2.37M Buy
+33,168
New +$2.2M 0.22% 108

Other funds holding FDIS

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return