Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CGH
Crossmark Global Holdings’s
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
Stock Holding History
Crossmark Global Holdings’s Portfolio
FDIS Stock Details
FDIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-8,730
Closed
-$898K
–
1254
2025
Q3
$898K
Hold
8,730
–
–
0.01%
666
2025
Q2
$822K
Hold
8,730
–
–
0.01%
688
2025
Q1
$739K
Buy
+8,730
New
+$821K
0.01%
712
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AWM
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RBA
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AM
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46.42%
1-Year Est. Return
AssetMark Inc
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1-Year Est. Return
Morgan Stanley
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BA
Bellwether Advisors
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1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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