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Fidelity Con Discret Etf shares owned by Smith Shellnut Wilson

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Smith Shellnut Wilson from 13F filings

Historical chart of Smith Shellnut Wilson investment in Fidelity Con Discret Etf

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All positions including Fidelity Con Discret Etf held by Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 3.4k 102.87
2021-12-31 $1.1M 13k 88.26

More positions owned by Smith Shellnut Wilson

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Smith Shellnut Wilson

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