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GGM Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

GGM Wealth 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
2025
Q1 		– Sell
-33,057
Closed -$3.22M – 137
2024
Q4 		$3.22M Buy
+33,057
New +$3.1M 1.68% 15

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's FDIS Position: Q1 2025 in Review

GGM Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2025, closing a stake of 33,057 shares — an estimated $3.22M sold.

GGM Wealth Advisors first reported a position in FDIS in Q4 2024 and held it in 1 quarter. The position peaked at $3.22M in Q4 2024. 229 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

  • GGM Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2025 after selling out during the quarter.
  • GGM Wealth Advisors sold 33,057 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2025, an estimated $3.22M.
  • GGM Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and held it in 1 quarter.
  • GGM Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.22M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.