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Safeguard Investment Advisory Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Safeguard Investment Advisory 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
2024
Q4 		– Sell
-2,406
Closed -$213K – 120
2024
Q3 		$213K Buy
+2,406
New +$199K 0.06% 108

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Safeguard Investment Advisory Group's FDIS Position: Q4 2024 in Review

Safeguard Investment Advisory Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2024, closing a stake of 2,406 shares — an estimated $213K sold.

Safeguard Investment Advisory Group first reported a position in FDIS in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 232 funds tracked by Wall St. Rank hold FDIS as of Q4 2024.

  • Safeguard Investment Advisory Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,406 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2024, an estimated $213K.
  • Safeguard Investment Advisory Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $213K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.