LFG
FDIS icon

Larson Financial Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Larson Financial Group’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
-321
Closed -$33K – 3526
2025
Q3 		$33K Buy
+321
New +$31.7K ﹤0.01% 1365
2024
Q4 		– Sell
-590
Closed -$52.2K – 2818
2024
Q3 		$52.2K Buy
+590
New +$48.9K ﹤0.01% 900
2024
Q1 		– Sell
-36
Closed -$2.84K – 1825
2023
Q4 		$2.84K Buy
+36
New +$2.6K ﹤0.01% 1305
2023
Q1 		– Sell
-2,000
Closed -$113K – 1563
2022
Q4 		$113K Buy
+2,000
New +$121K 0.01% 385

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $22.3B AUM 46.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return