Sheaff Brock Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sheaff Brock Investment 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
2022 Q4	–	Sell	-4,000	Closed	-$243K	–	520
2022 Q3	$243K	Hold	4,000	–	–	0.03%	376
2022 Q2	$236K	Hold	4,000	–	–	0.02%	388
2022 Q1	$316K	Hold	4,000	–	–	0.02%	363
2021 Q4	$353K	Hold	4,000	–	–	0.02%	343
2021 Q3	$321K	Hold	4,000	–	–	0.02%	355
2021 Q2	$324K	Hold	4,000	–	–	0.02%	342
2021 Q1	$305K	Hold	4,000	–	–	0.02%	353
2020 Q4	$286K	Buy	+4,000	New	+$266K	0.02%	342

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's FDIS Position: Q4 2022 in Review

Sheaff Brock Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2022, closing a stake of 4,000 shares — an estimated $243K sold.

Sheaff Brock Investment Advisors first reported a position in FDIS in Q4 2020 and held it in 8 quarters. The position peaked at $353K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q4 2022.

Sheaff Brock Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 4,000 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2022, an estimated $243K.
Sheaff Brock Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $353K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.