Lindbrook Capital’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Lindbrook Capital’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	$17.7K	Hold	209	–	–	﹤0.01%	1408
2024 Q4	$20.4K	Hold	209	–	–	﹤0.01%	1281
2024 Q3	$18.5K	Hold	209	–	–	﹤0.01%	1345
2024 Q2	$16.9K	Hold	209	–	–	﹤0.01%	1340
2024 Q1	$17.2K	Hold	209	–	–	﹤0.01%	1287
2023 Q4	$16.5K	Hold	209	–	–	﹤0.01%	1297
2023 Q3	$14.6K	Hold	209	–	–	﹤0.01%	1218
2023 Q2	$15.3K	Hold	209	–	–	﹤0.01%	1225
2023 Q1	$13.7K	Hold	209	–	–	﹤0.01%	1260
2022 Q4	$11.8K	Hold	209	–	–	﹤0.01%	1350
2022 Q3	$13K	Hold	209	–	–	﹤0.01%	1197
2022 Q2	$12K	Hold	209	–	–	﹤0.01%	1177
2022 Q1	$17K	Hold	209	–	–	﹤0.01%	1071
2021 Q4	$18K	Buy	+209	New	+$18.2K	﹤0.01%	1052

Other funds holding FDIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's FDIS Position: Q1 2025 in Review

Lindbrook Capital held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2025 at 209 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Lindbrook Capital first reported a position in FDIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $20.4K in Q4 2024. 230 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

Lindbrook Capital held 209 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $17.7K as of Q1 2025.
Lindbrook Capital left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1408 holding.
Lindbrook Capital first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $20.4K in Q4 2024.
230 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.