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Empowered Funds’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Empowered Funds’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
Q4 		– Sell
-3,291
Closed -$339K – 1289
2025
Q3 		$339K Buy
+3,291
New +$325K ﹤0.01% 1556
2021
Q4 		– Sell
-145,281
Closed -$11.7M – 264
2021
Q3 		$11.7M Buy
+145,281
New +$11.9M 1.5% 16

Other funds holding FDIS

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empowered Funds's FDIS Position: Q4 2025 in Review

Empowered Funds sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2025, closing a stake of 3,291 shares — an estimated $339K sold.

Empowered Funds first reported a position in FDIS in Q3 2021 and held it in 2 quarters. The position peaked at $11.7M in Q3 2021. 249 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

  • Empowered Funds reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 3,291 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $339K.
  • Empowered Funds first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and held it in 2 quarters.
  • Empowered Funds's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $11.7M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.