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Fidelity Con Discret Etf shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Con Discret Etf held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.6M 16k 97.46
2024-12-31 $1.6M 16k 97.46
2023-12-31 $2.1M 27k 77.42
2020-06-30 $9.0k 170 52.94
2020-03-31 $1.0k 14 71.43
2019-12-31 $1.0k 14 71.43

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Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
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