Wealthcare Advisory Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Wealthcare Advisory Partners’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
2023 Q1	–	Sell	-6,713	Closed	-$380K	–	707
2022 Q4	$380K	Buy	+6,713	New	+$407K	0.02%	477
2021 Q2	–	Sell	-185	Closed	-$14K	–	964
2021 Q1	$14K	Buy	+185	New	+$13.9K	﹤0.01%	1336
2020 Q2	–	Sell	-185	Closed	-$7K	–	656
2020 Q1	$7K	Buy	+185	New	+$8.48K	﹤0.01%	1008

Other funds holding FDIS

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Wealthcare Advisory Partners's FDIS Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 6,713 shares — an estimated $380K sold.

Wealthcare Advisory Partners first reported a position in FDIS in Q1 2020 and held it in 3 quarters. The position peaked at $380K in Q4 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,713 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $380K.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2020 and held it in 3 quarters.
Wealthcare Advisory Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $380K in Q4 2022.
146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.