Sheets Smith Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sheets Smith Wealth Management’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 Q2	–	Sell	-14,127	Closed	-$1.12M	–	320
2022 Q1	$1.12M	Sell	14,127 -34,513	-71%	-$2.72M	0.15%	132
2021 Q4	$4.29M	Hold	48,640	–	–	0.53%	48
2021 Q3	$3.9M	Sell	48,640 -1,324	-3%	-$109K	0.53%	49
2021 Q2	$4.05M	Hold	49,964	–	–	0.55%	47
2021 Q1	$3.81M	Buy	49,964 +955	+2%	+$71.8K	0.56%	49
2020 Q4	$3.5M	Buy	+49,009	New	+$3.25M	0.53%	51

Other funds holding FDIS

Lido Advisors Los Angeles, California $25.5B 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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bank of America

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return