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

Regal Investment 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
2026
Q1 		$718K Sell
7,696
-1,905
-20% -$191K 0.04% 366
2025
Q4 		$981K Sell
9,601
-2,983
-24% -$303K 0.06% 285
2025
Q3 		$1.29M Sell
12,584
-5,788
-32% -$572K 0.08% 223
2025
Q2 		$1.73M Buy
18,372
+1,132
+7% +$99.7K 0.13% 171
2025
Q1 		$1.46M Buy
17,240
+873
+5% +$82.1K 0.12% 177
2024
Q4 		$1.6M Buy
16,367
+1,777
+12% +$167K 0.12% 183
2024
Q3 		$1.29M Buy
14,590
+2,821
+24% +$234K 0.09% 216
2024
Q2 		$953K Buy
11,769
+1,832
+18% +$146K 0.06% 260
2024
Q1 		$820K Buy
9,937
+2,290
+30% +$181K 0.06% 271
2023
Q4 		$604K Sell
7,647
-870
-10% -$62.9K 0.05% 293
2023
Q3 		$595K Buy
+8,517
New +$626K 0.05% 266
2015
Q4 		– Sell
-939
Closed -$27K – 473
2015
Q3 		$27K Buy
939
+80
+9% +$2.46K 0.01% 511
2015
Q2 		$26K Buy
+859
New +$26.5K 0.01% 516

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return