Court Place Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Court Place Advisors’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	$202K	Buy	+1,965	New	+$194K	0.06%	145
2022 Q1	–	Sell	-2,765	Closed	-$244K	–	179
2021 Q4	$244K	Hold	2,765	–	–	0.07%	166
2021 Q3	$222K	Hold	2,765	–	–	0.07%	168
2021 Q2	$224K	Hold	2,765	–	–	0.07%	174
2021 Q1	$211K	Buy	+2,765	New	+$208K	0.07%	174

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 $58.2B AUM 22.78% 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

Court Place Advisors's FDIS Position: Q3 2025 in Review

Court Place Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025: 1,965 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings. This is a return to the name: Court Place Advisors previously reported a position in FDIS as recently as Q4 2021.

Court Place Advisors first reported a position in FDIS in Q1 2021 and has held it in 5 quarters since. The position peaked at $244K in Q4 2021. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

Court Place Advisors held 1,965 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $202K as of Q3 2025.
Fidelity MSCI Consumer Discretionary Index ETF was a new Court Place Advisors position in Q3 2025.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.06% of Court Place Advisors's portfolio in Q3 2025, its #145 holding.
Court Place Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and has held it in 5 quarters since.
Court Place Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $244K in Q4 2021.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.