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SFS
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
–
1241
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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