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Advisors Preferred’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Advisors Preferred’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-816
Closed -$84.4K – 259
2025
Q3 		$84.4K Buy
+816
New +$80.7K 0.01% 212
2025
Q1 		– Sell
-3,857
Closed -$371K – 275
2024
Q4 		$371K Buy
+3,857
New +$361K 0.06% 133
2024
Q3 		– Sell
-6,877
Closed -$557K – 214
2024
Q2 		$557K Buy
6,877
+5,580
+430% +$443K 0.1% 84
2024
Q1 		$106K Sell
1,297
-868
-40% -$68.7K 0.02% 141
2023
Q4 		$169K Buy
+2,165
New +$156K 0.03% 138
2023
Q3 		– Sell
-2,256
Closed -$167K – 219
2023
Q2 		$167K Buy
+2,256
New +$151K 0.04% 101

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return