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Toth Financial Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Toth Financial Advisory’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
2020
Q3 		– Sell
-81
Closed -$4K – 567
2020
Q2 		$4K Buy
+81
New +$3.78K ﹤0.01% 421

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Toth Financial Advisory's FDIS Position: Q3 2020 in Review

Toth Financial Advisory sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2020, closing a stake of 81 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in FDIS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 121 funds tracked by Wall St. Rank hold FDIS as of Q3 2020.

  • Toth Financial Advisory reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 81 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2020, an estimated $4K.
  • Toth Financial Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.