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

Maxele Advisors’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 		$2.44M Sell
23,902
-614
-3% -$62.3K 1.98% 15
2025
Q3 		$2.52M Sell
24,516
-633
-3% -$62.6K 2.18% 15
2025
Q2 		$2.37M Sell
25,149
-2,370
-9% -$209K 2.06% 14
2025
Q1 		$2.33M Sell
27,519
-178
-0.6% -$16.7K 2.25% 13
2024
Q4 		$2.7M Buy
+27,697
New +$2.6M 2.58% 11
2022
Q3 		$1.5M Sell
24,584
-224
-0.9% -$15K 2.51% 11
2022
Q2 		$1.46M Sell
24,808
-3,167
-11% -$214K 2.29% 11
2022
Q1 		$2.21M Sell
27,975
-2,908
-9% -$229K 2.75% 10
2021
Q4 		$2.73M Buy
+30,883
New +$2.69M 3.15% 8

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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