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Fidelity Con Discret Etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 2.6k 102.17
2025-09-30 $83k 808 102.88
2025-06-30 $76k 808 94.07
2025-03-31 $74k 881 84.51
2024-12-31 $73k 751 97.44

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Richard Bernstein Advisors
Agf Management
Assetmark
Bellwether Advisors
Commonwealth Equity Services
Fischer Financial Services
LPL Financial
Envestnet Asset Management
Kestra Advisory Services
Advisor Group Holdings
HighTower Advisors
Fisher Investments

View all funds holding Fidelity Con Discret Etf