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LifeWealth Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

LifeWealth Investments’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
-2,183
Closed -$225K – 178
2025
Q3 		$225K Buy
+2,183
New +$216K 0.03% 206

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

LifeWealth Investments's FDIS Position: Q4 2025 in Review

LifeWealth Investments sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2025, closing a stake of 2,183 shares — an estimated $225K sold.

LifeWealth Investments first reported a position in FDIS in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 247 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

  • LifeWealth Investments reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 2,183 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $225K.
  • LifeWealth Investments first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 1 quarter.
  • LifeWealth Investments's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $225K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.