Kingswood Wealth Advisors »

Fidelity Con Discret Etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $306k 3.0k 102.84

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Amazon Com Incorporated Common Stock (AMZN)
Microsoft Corporation Common Stock (MSFT)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Micron Technology Incorporated Common Stock (MU)
Caterpillar Incorporated Common Stock (CAT)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

Top funds holding Fidelity Con Discret Etf

Lido Advisors
AE Wealth Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Agf Management
Morgan Stanley
Assetmark
Fischer Financial Services
LPL Financial
Commonwealth Equity Services
Independence Financial Advisors
Bank of America Corporation
Advisor Group Holdings
Kestra Advisory Services
Raymond James Financial

View all funds holding Fidelity Con Discret Etf