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Fidelity Con Discret Etf shares owned by Summit Financial

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Con Discret Etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 10k 102.87
2025-06-30 $779k 8.3k 94.07
2025-03-31 $654k 7.7k 84.51
2024-12-31 $764k 7.8k 97.46
2024-09-30 $692k 7.8k 88.44

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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