Prospera Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-200	Closed	-$16K	–	1934
2022 Q1	$16K	Sell	200 -2,456	-92%	-$194K	﹤0.01%	1826
2021 Q4	$235K	Sell	2,656 -18,584	-87%	-$1.62M	0.01%	785
2021 Q3	$1.71M	Sell	21,240 -800	-4%	-$65.6K	0.08%	270
2021 Q2	$1.79M	Buy	+22,040	New	+$1.75M	0.09%	265
2020 Q4	–	Sell	-1,200	Closed	-$74K	–	951
2020 Q3	$74K	Buy	+1,200	New	+$71.4K	0.03%	494

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

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

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Prospera Financial Services's FDIS Position: Q2 2022 in Review

Prospera Financial Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 200 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in FDIS in Q3 2020 and held it in 5 quarters. The position peaked at $1.79M in Q2 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

Prospera Financial Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 200 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $16K.
Prospera Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.79M in Q2 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.