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Cullen/Frost Bankers’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cullen/Frost Bankers’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
Q1 		– Sell
-340
Closed -$33.1K – 1350
2024
Q4 		$33.1K Buy
+340
New +$31.9K ﹤0.01% 753

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cullen/Frost Bankers's FDIS Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2025, closing a stake of 340 shares — an estimated $33.1K sold.

Cullen/Frost Bankers first reported a position in FDIS in Q4 2024 and held it in 1 quarter. The position peaked at $33.1K in Q4 2024. 231 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 340 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2025, an estimated $33.1K.
  • Cullen/Frost Bankers first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $33.1K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.