Avondale Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Avondale Wealth 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
2025 Q3	–	Sell	-1,248	Closed	-$117K	–	78
2025 Q2	$117K	Hold	1,248	–	–	0.07%	70
2025 Q1	$105K	Buy	+1,248	New	+$117K	0.07%	64

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avondale Wealth Management's FDIS Position: Q3 2025 in Review

Avondale Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 1,248 shares — an estimated $117K sold.

Avondale Wealth Management first reported a position in FDIS in Q1 2025 and held it in 2 quarters. The position peaked at $117K in Q2 2025. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

Avondale Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 1,248 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $117K.
Avondale Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and held it in 2 quarters.
Avondale Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $117K in Q2 2025.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.