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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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