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

CAPTRUST Financial Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$201K Buy
2022
Q3 		– Sell
2022
Q2 		$87K Sell
2022
Q1 		$497K Buy
2021
Q4 		$516K Buy
2021
Q3 		$10K Sell
2021
Q2 		$15K Buy
2021
Q1 		$14K Buy
2020
Q4 		$9K Buy
2019
Q1 		– Sell
2018
Q4 		$82K Buy