FFA
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Farther Finance Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Farther Finance 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
2026
Q1 		$593K Sell
6,307
-327
-5% -$32.8K 0.01% 1281
2025
Q4 		$678K Sell
6,634
-1,216
-15% -$123K 0.01% 1126
2025
Q3 		$808K Sell
7,850
-499
-6% -$49.3K 0.01% 838
2025
Q2 		$785K Sell
8,349
-2,903
-26% -$256K 0.02% 698
2025
Q1 		$961K Buy
11,252
+81
+0.7% +$7.62K 0.02% 522
2024
Q4 		$1.09M Buy
11,171
+1,638
+17% +$154K 0.04% 346
2024
Q3 		$843K Buy
9,533
+9,521
+79,342% +$789K 0.03% 399
2024
Q2 		$972 Hold
12
– – ﹤0.01% 3085
2024
Q1 		$983 Hold
12
– – ﹤0.01% 2779
2023
Q4 		$947 Sell
12
-11
-48% -$795 ﹤0.01% 2760
2023
Q3 		$1.61K Hold
23
– – ﹤0.01% 1937
2023
Q2 		$1.69K Sell
23
-9
-28% -$601 ﹤0.01% 1817
2023
Q1 		$2.1K Buy
+32
New +$2.02K ﹤0.01% 1631

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return