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Principal Securities’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Principal Securities’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
-35
Closed -$3.6K – 2063
2025
Q3 		$3.6K Buy
35
+24
+218% +$2.37K ﹤0.01% 3053
2025
Q2 		$1.03K Sell
11
-107
-91% -$9.43K ﹤0.01% 3325
2025
Q1 		$11.5K Hold
118
– – ﹤0.01% 2461
2024
Q4 		$11.5K Buy
118
+9
+8% +$843 ﹤0.01% 2457
2024
Q3 		$9.64K Buy
109
+19
+21% +$1.57K ﹤0.01% 2456
2024
Q2 		$7.29K Hold
90
– – ﹤0.01% 2519
2024
Q1 		$7.42K Hold
90
– – ﹤0.01% 2475
2023
Q4 		$7.11K Buy
+90
New +$6.5K ﹤0.01% 2404

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Securities's FDIS Position: Q4 2025 in Review

Principal Securities sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2025, closing a stake of 35 shares — an estimated $3.6K sold.

Principal Securities first reported a position in FDIS in Q4 2023 and held it in 8 quarters. The position peaked at $11.5K in Q1 2025. 249 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

  • Principal Securities reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 35 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $3.6K.
  • Principal Securities first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $11.5K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.