New England Capital Financial Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

New England Capital Financial Advisors’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 Q2	–	Sell	-146	Closed	-$9.56K	–	404
2023 Q1	$9.56K	Hold	146	–	–	0.01%	252
2022 Q4	$8.96K	Buy	+146	New	+$8.86K	0.01%	258

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AWM

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

New England Capital Financial Advisors's FDIS Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023, closing a stake of 146 shares — an estimated $9.56K sold.

New England Capital Financial Advisors first reported a position in FDIS in Q4 2022 and held it in 2 quarters. The position peaked at $9.56K in Q1 2023. 160 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

New England Capital Financial Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2023 after selling out during the quarter.
New England Capital Financial Advisors sold 146 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2023, an estimated $9.56K.
New England Capital Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and held it in 2 quarters.
New England Capital Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9.56K in Q1 2023.
160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.