Sowell Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,664	Closed	-$133K	–	1240
2021 Q1	$133K	Buy	1,664 +63	+4%	+$4.73K	﹤0.01%	1247
2020 Q4	$114K	Buy	1,601 +234	+17%	+$15.5K	﹤0.01%	1100
2020 Q3	$85K	Buy	1,367 +1,072	+363%	+$63.8K	﹤0.01%	1028
2020 Q2	$15K	Buy	295 +185	+168%	+$8.63K	﹤0.01%	1545
2020 Q1	$4K	Hold	110	–	–	﹤0.01%	1886
2019 Q4	$5K	Sell	110 -600	-85%	-$27.9K	﹤0.01%	1902
2019 Q3	$32K	Buy	+710	New	+$32.7K	﹤0.01%	1122
2018 Q4	–	Sell	-151,816	Closed	-$3.81M	–	481
2018 Q3	$3.81M	Buy	+151,816	New	+$6.73M	0.55%	40

Other funds holding FDIS

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Sowell Financial Services's FDIS Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2021, closing a stake of 1,664 shares — an estimated $133K sold.

Sowell Financial Services first reported a position in FDIS in Q3 2018 and held it in 8 quarters. The position peaked at $3.81M in Q3 2018. 166 funds tracked by Wall St. Rank hold FDIS as of Q2 2021.

Sowell Financial Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,664 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2021, an estimated $133K.
Sowell Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2018 and held it in 8 quarters.
Sowell Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.81M in Q3 2018.
166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.