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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 $32.7B 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