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Strategic Blueprint’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-269
Closed -$22K – 680
2021
Q2 		$22K Buy
+269
New +$21.3K ﹤0.01% 791

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Blueprint's FDIS Position: Q3 2021 in Review

Strategic Blueprint sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2021, closing a stake of 269 shares — an estimated $22K sold.

Strategic Blueprint first reported a position in FDIS in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

  • Strategic Blueprint reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 269 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2021, an estimated $22K.
  • Strategic Blueprint first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $22K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.