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

Risk Paradigm 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
2018 Q2	–	Sell	-9,145	Closed	-$364K	–	128
2018 Q1	$364K	Sell	9,145 -4,924	-35%	-$202K	0.46%	69
2017 Q4	$550K	Sell	14,069 -1,890	-12%	-$70.5K	0.59%	49
2017 Q3	$572K	Sell	15,959 -930	-6%	-$33.1K	0.7%	40
2017 Q2	$600K	Sell	16,889 -4,619	-21%	-$163K	0.71%	42
2017 Q1	$746K	Sell	21,508 -546	-2%	-$18.4K	0.85%	32
2016 Q4	$709K	Sell	22,054 -11,647	-35%	-$370K	0.78%	45
2016 Q3	$1.06M	Sell	33,701 -4,873	-13%	-$154K	0.79%	28
2016 Q2	$1.18M	Buy	+38,574	New	+$1.19M	1.59%	13

Other funds holding FDIS

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

Envestnet Asset Management

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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