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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
2026-06-30 $404k 3.9k 102.84
2026-03-31 $371k 4.0k 93.26
2025-12-31 $509k 5.0k 102.16
2025-09-30 $350k 3.4k 102.87
2021-12-31 $1.1M 13k 88.26

More positions owned by Smith Shellnut Wilson

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

View all positions for Smith Shellnut Wilson

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Agf Management
Morgan Stanley
Assetmark
Bank of America Corporation
Fischer Financial Services
Commonwealth Equity Services
Independence Financial Advisors
LPL Financial
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Global Assets Advisory
Keystone Global Partners

View all funds holding Fidelity Con Discret Etf