RWA
FDIS icon

Ropes Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-2,014
Closed -$144K – 436
2020
Q4 		$144K Buy
+2,014
New +$134K 0.02% 262

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Ropes Wealth Advisors's FDIS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2021, closing a stake of 2,014 shares — an estimated $144K sold.

Ropes Wealth Advisors first reported a position in FDIS in Q4 2020 and held it in 1 quarter. The position peaked at $144K in Q4 2020. 164 funds tracked by Wall St. Rank hold FDIS as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,014 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2021, an estimated $144K.
  • Ropes Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $144K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.