PAG
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Private Advisor Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Private Advisor Group’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
-7,150
Closed -$511K – 1916
2020
Q4 		$511K Buy
+7,150
New +$475K 0.01% 1203
2020
Q3 		– Sell
-1,859
Closed -$97K – 2196
2020
Q2 		$97K Buy
+1,859
New +$86.7K ﹤0.01% 1723
2015
Q3 		– Sell
-8,538
Closed -$262K – 1066
2015
Q2 		$262K Buy
+8,538
New +$264K 0.01% 837

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return