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RPg Family Wealth Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

RPg Family Wealth Advisory’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 		– Sell
-377
Closed -$17.2K – 282
2019
Q3 		$17.2K Hold
377
– – 0.01% 239
2019
Q2 		$17.2K Hold
377
– – 0.01% 233
2019
Q1 		$16.6K Hold
377
– – 0.01% 246
2018
Q4 		$14.4K Hold
377
– – 0.01% 186
2018
Q3 		$17.2K Sell
377
-942
-71% -$41.8K 0.01% 196
2018
Q2 		$56.5K Sell
1,319
-109
-8% -$4.51K 0.04% 107
2018
Q1 		$56.8K Buy
1,428
+935
+190% +$38.4K 0.05% 105
2017
Q4 		$19.3K Hold
493
– – 0.02% 207
2017
Q3 		$17.7K Sell
493
-397
-45% -$14.1K 0.01% 227
2017
Q2 		$31.6K Hold
890
– – 0.03% 203
2017
Q1 		$30.9K Sell
890
-150
-14% -$5.06K 0.03% 178
2016
Q4 		$33.5K Sell
1,040
-387
-27% -$12.3K 0.03% 147
2016
Q3 		$44.9K Buy
1,427
+399
+39% +$12.6K 0.03% 128
2016
Q2 		$31.3K Buy
+1,028
New +$31.6K 0.01% 159

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $1.54B AUM 23.87% 1-Year Est. Return