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Fidelity Con Discret Etf shares owned by Advocacy Wealth Management Services

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

Historical chart of Advocacy Wealth Management Services investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Con Discret Etf by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.6M 28k 94.07
2025-03-31 $2.9M 34k 84.51
2024-12-31 $402k 4.1k 97.46

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Fidelity Con Discret Etf

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Richard Bernstein Advisors
Agf Management
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
Fisher Investments

View all funds holding Fidelity Con Discret Etf