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

Chilton Capital 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	-527	Closed	-$49.6K	–	582
2025 Q2	$49.6K	Sell	527 -12	-2%	-$1.06K	﹤0.01%	335
2025 Q1	$45.6K	Sell	539 -25	-4%	-$2.35K	﹤0.01%	328
2024 Q4	$55K	Hold	564	–	–	﹤0.01%	323
2024 Q3	$49.9K	Hold	564	–	–	﹤0.01%	352
2024 Q2	$45.7K	Buy	564 +12	+2%	+$953	﹤0.01%	370
2024 Q1	$45.5K	Hold	552	–	–	﹤0.01%	358
2023 Q4	$43.6K	Sell	552 -414	-43%	-$29.9K	﹤0.01%	360
2023 Q3	$67.5K	Hold	966	–	–	﹤0.01%	298
2023 Q2	$70.8K	Hold	966	–	–	﹤0.01%	302
2023 Q1	$63.3K	Buy	+966	New	+$60.9K	﹤0.01%	322

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chilton Capital Management's FDIS Position: Q3 2025 in Review

Chilton Capital Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 527 shares — an estimated $49.6K sold.

Chilton Capital Management first reported a position in FDIS in Q1 2023 and held it in 10 quarters. The position peaked at $70.8K in Q2 2023. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

Chilton Capital Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
Chilton Capital Management sold 527 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $49.6K.
Chilton Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and held it in 10 quarters.
Chilton Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $70.8K in Q2 2023.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Chilton Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.