SYSTM Wealth Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	$2.75K	Buy	+31	New	+$2.57K	0.08%	50

Other funds holding FDIS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SYSTM Wealth Solutions's FDIS Position: Q3 2024 in Review

SYSTM Wealth Solutions opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024: 31 shares worth $2.75K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings.

198 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

SYSTM Wealth Solutions held 31 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.75K as of Q3 2024.
Fidelity MSCI Consumer Discretionary Index ETF was a new SYSTM Wealth Solutions position in Q3 2024.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.08% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #50 holding.
198 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.