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Integrated Advisors Network’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-3,551
Closed -$334K – 783
2025
Q2 		$334K Sell
3,551
-2,378
-40% -$209K 0.02% 593
2025
Q1 		$501K Buy
5,929
+3,810
+180% +$358K 0.03% 460
2024
Q4 		$207K Sell
2,119
-1,006
-32% -$94.3K 0.01% 665
2024
Q3 		$276K Sell
3,125
-225
-7% -$18.6K 0.01% 622
2024
Q2 		$271K Buy
3,350
+348
+12% +$27.6K 0.01% 590
2024
Q1 		$248K Buy
+3,002
New +$238K 0.01% 638
2022
Q3 		– Sell
-3,643
Closed -$215K – 663
2022
Q2 		$215K Buy
3,643
+631
+21% +$42.7K 0.01% 602
2022
Q1 		$238K Buy
3,012
+393
+15% +$31K 0.01% 596
2021
Q4 		$231K Buy
2,619
+1
+0% +$87 0.01% 572
2021
Q3 		$210K Sell
2,618
-4,984
-66% -$408K 0.01% 577
2021
Q2 		$616K Sell
7,602
-1,394
-15% -$110K 0.05% 319
2021
Q1 		$687K Sell
8,996
-1,305
-13% -$98.1K 0.06% 266
2020
Q4 		$737K Sell
10,301
-1,599
-13% -$106K 0.08% 236
2020
Q3 		$738K Sell
11,900
-2,100
-15% -$125K 0.09% 202
2020
Q2 		$728K Buy
14,000
+1,901
+16% +$88.7K 0.09% 217
2020
Q1 		$457K Buy
12,099
+919
+8% +$42.1K 0.09% 198
2019
Q4 		$539K Buy
+11,180
New +$520K 0.07% 238

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Advisors Network's FDIS Position: Q3 2025 in Review

Integrated Advisors Network sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 3,551 shares — an estimated $334K sold.

Integrated Advisors Network first reported a position in FDIS in Q4 2019 and held it in 17 quarters. The position peaked at $738K in Q3 2020. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

  • Integrated Advisors Network reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 3,551 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $334K.
  • Integrated Advisors Network first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 17 quarters.
  • Integrated Advisors Network's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $738K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Integrated Advisors Network's 13F filing for Q3 2025, filed 12 Nov 2025.