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

Capital A 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
Q2 		$5.21K Buy
66
+3
+5% +$264 0.06% 234
2025
Q1 		$5.32K Buy
63
+51
+425% +$4.8K 0.01% 365
2024
Q4 		$1.17K Buy
+12
New +$1.13K ﹤0.01% 538

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 $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Capital A Wealth Management's FDIS Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 4.8% in Q2 2025, buying an estimated $264 and bringing the position to 66 shares worth $5.21K. The position accounts for 0.06% of the portfolio, ranked #234.

Capital A Wealth Management first reported a position in FDIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.32K in Q1 2025. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Capital A Wealth Management held 66 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.21K as of Q2 2025.
  • Capital A Wealth Management bought 3 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $264.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #234 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $5.32K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.