Cetera Investment Advisers
FDIS icon

Cetera Investment Advisers’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cetera Investment Advisers’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 		$3.78M Sell
40,546
-14,641
-27% -$1.47M ﹤0.01% 1714
2025
Q4 		$5.64M Buy
55,187
+3,229
+6% +$328K 0.01% 1388
2025
Q3 		$5.34M Sell
51,958
-386
-0.7% -$38.2K 0.01% 1361
2025
Q2 		$4.92M Sell
52,344
-5,850
-10% -$515K 0.01% 1201
2025
Q1 		$4.92M Buy
58,194
+1,430
+3% +$134K 0.01% 1125
2024
Q4 		$5.53M Buy
56,764
+1,927
+4% +$181K 0.01% 985
2024
Q3 		$4.85M Buy
54,837
+22,851
+71% +$1.89M 0.01% 1018
2024
Q2 		$2.59M Buy
31,986
+7,253
+29% +$576K 0.01% 1384
2024
Q1 		$2.04M Buy
+24,733
New +$1.96M ﹤0.01% 1528

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return