Fulton Bank’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Fulton Bank’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 Q2	$304K	Buy	2,960 +517	+21%	+$52.2K	0.01%	595
2026 Q1	$228K	Sell	2,443 -1,132	-32%	-$113K	0.01%	616
2025 Q4	$365K	Buy	3,575 +1,009	+39%	+$102K	0.01%	510
2025 Q3	$264K	Buy	2,566 +256	+11%	+$25.3K	0.01%	576
2025 Q2	$217K	Sell	2,310 -1,227	-35%	-$108K	0.01%	629
2025 Q1	$299K	Sell	3,537 -42	-1%	-$3.95K	0.01%	525
2024 Q4	$349K	Buy	+3,579	New	+$335K	0.01%	510

Other funds holding FDIS

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return