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Fidelity Con Discret Etf shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Con Discret Etf held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.4k 102.87
2025-06-30 $225k 2.4k 94.07
2025-03-31 $200k 2.4k 84.51
2024-12-31 $232k 2.4k 97.46
2024-09-30 $212k 2.4k 88.44

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Global 100 Etf (IOO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Core S&p Scp Etf (IJR)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Amplius Wealth Advisors

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Richard Bernstein Advisors
Agf Management
Morgan Stanley
Assetmark
Fischer Financial Services
LPL Financial
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
HighTower Advisors
Kestra Advisory Services

View all funds holding Fidelity Con Discret Etf