AIM
FDIS icon

Advyzon Investment Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Advyzon Investment Management’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
2026
Q1 		– Sell
-2,171
Closed -$222K – 693
2025
Q4 		$222K Buy
+2,171
New +$220K 0.03% 536

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advyzon Investment Management's FDIS Position: Q1 2026 in Review

Advyzon Investment Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 2,171 shares — an estimated $222K sold.

Advyzon Investment Management first reported a position in FDIS in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Advyzon Investment Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 2,171 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $222K.
  • Advyzon Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and held it in 1 quarter.
  • Advyzon Investment Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $222K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.