Atria Wealth Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Atria Wealth Solutions’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 Q2	$1.21M	Sell	12,651 -12,431	-50%	-$1.1M	0.03%	573
2025 Q1	$2.12M	Buy	25,082 +11,456	+84%	+$1.08M	0.03%	612
2024 Q4	$1.33M	Sell	13,626 -4,807	-26%	-$451K	0.01%	812
2024 Q3	$1.63M	Sell	18,433 -3,347	-15%	-$277K	0.02%	715
2024 Q2	$1.76M	Sell	21,780 -5,713	-21%	-$454K	0.02%	670
2024 Q1	$2.27M	Sell	27,493 -7,010	-20%	-$555K	0.03%	591
2023 Q4	$2.72M	Sell	34,503 -19,802	-36%	-$1.43M	0.03%	502
2023 Q3	$3.79M	Sell	54,305 -13,879	-20%	-$1.02M	0.05%	362
2023 Q2	$5M	Buy	68,184 +861	+1%	+$57.5K	0.07%	287
2023 Q1	$4.41M	Buy	67,323 +4,083	+6%	+$257K	0.07%	296
2022 Q4	$3.58M	Sell	63,240 -4,091	-6%	-$248K	0.06%	337
2022 Q3	$4.1M	Buy	67,331 +32,488	+93%	+$2.17M	0.07%	268
2022 Q2	$2.05M	Sell	34,843 -16,615	-32%	-$1.12M	0.04%	439
2022 Q1	$4.07M	Buy	+51,458	New	+$4.06M	0.07%	296

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Atria Wealth Solutions's FDIS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 50% in Q2 2025, selling an estimated $1.1M and leaving 12,651 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #573.

Atria Wealth Solutions first reported a position in FDIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $5M in Q2 2023. 227 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

Atria Wealth Solutions held 12,651 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.21M as of Q2 2025.
Atria Wealth Solutions sold 12,431 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $1.1M.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #573 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $5M in Q2 2023.
227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.