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

Pineridge 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
Q3 		$9.35K Hold
91
– – ﹤0.01% 212
2025
Q2 		$8.54K Hold
91
– – ﹤0.01% 240
2025
Q1 		$7.65K Buy
91
+1
+1% +$94 ﹤0.01% 266
2024
Q4 		$8.8K Hold
90
– – ﹤0.01% 315
2024
Q3 		$7.97K Hold
90
– – ﹤0.01% 299
2024
Q2 		$7.29K Hold
90
– – ﹤0.01% 323
2024
Q1 		$7.42K Hold
90
– – ﹤0.01% 324
2023
Q4 		$7.11K Buy
+90
New +$6.5K ﹤0.01% 433

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pineridge Advisors's FDIS Position: Q3 2025 in Review

Pineridge Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q3 2025 at 91 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Pineridge Advisors first reported a position in FDIS in Q4 2023 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

  • Pineridge Advisors held 91 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $9.35K as of Q3 2025.
  • Pineridge Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q3 2025.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #212 holding.
  • Pineridge Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and has held it in 8 quarters since.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.