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

Linscomb Wealth’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	-3,455	Closed	-$355K	–	309
2025 Q3	$355K	Hold	3,455	–	–	0.02%	251
2025 Q2	$325K	Hold	3,455	–	–	0.01%	260
2025 Q1	$292K	Hold	3,455	–	–	0.01%	256
2024 Q4	$337K	Hold	3,455	–	–	0.02%	248
2024 Q3	$306K	Hold	3,455	–	–	0.02%	247
2024 Q2	$280K	Hold	3,455	–	–	0.01%	248
2024 Q1	$285K	Buy	+3,455	New	+$273K	0.01%	251

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Linscomb Wealth's FDIS Position: Q4 2025 in Review

Linscomb Wealth sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2025, closing a stake of 3,455 shares — an estimated $355K sold.

Linscomb Wealth first reported a position in FDIS in Q1 2024 and held it in 7 quarters. The position peaked at $355K in Q3 2025. 249 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

Linscomb Wealth reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2025 after selling out during the quarter.
Linscomb Wealth sold 3,455 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $355K.
Linscomb Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2024 and held it in 7 quarters.
Linscomb Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $355K in Q3 2025.
249 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on Linscomb Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.