WFG Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

WFG Advisors’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
2017 Q2	$22K	Buy	631 +22	+4%	+$777	0.01%	920
2017 Q1	$21K	Sell	609 -31	-5%	-$1.05K	0.01%	867
2016 Q4	$21K	Buy	640 +253	+65%	+$8.05K	0.01%	920
2016 Q3	$12K	Buy	387 +1	+0.3%	+$32	﹤0.01%	1070
2016 Q2	$12K	Buy	386 +1	+0.3%	+$31	﹤0.01%	1038
2016 Q1	$12K	Buy	385 +12	+3%	+$350	﹤0.01%	1006
2015 Q4	$11K	Buy	373 +258	+224%	+$8.04K	﹤0.01%	1051
2015 Q3	$3K	Sell	115 -3,525	-97%	-$108K	﹤0.01%	1348
2015 Q2	$112K	Buy	3,640 +30	+0.8%	+$927	0.03%	504
2015 Q1	$110K	Buy	3,610 +2,498	+225%	+$74.2K	0.03%	507
2014 Q4	$32K	Buy	+1,112	New	+$30.8K	0.01%	1061

Other funds holding FDIS

Envestnet Asset Management

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return