Retirement Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Retirement 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
2019 Q4	$5K	Buy	+100	New	+$4.66K	﹤0.01%	451

Other funds holding FDIS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Retirement Group's FDIS Position: Q4 2019 in Review

Retirement Group opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2019: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

116 funds tracked by Wall St. Rank hold FDIS as of Q4 2019.

Retirement Group held 100 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5K as of Q4 2019.
Fidelity MSCI Consumer Discretionary Index ETF was a new Retirement Group position in Q4 2019.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Retirement Group's portfolio in Q4 2019, its #451 holding.
116 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.