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Ridgewood Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ridgewood Investments’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 		– Sell
-116
Closed -$10.9K – 367
2025
Q2 		$10.9K Hold
116
– – ﹤0.01% 511
2025
Q1 		$9.8K Hold
116
– – ﹤0.01% 486
2024
Q4 		$11.3K Hold
116
– – 0.01% 478
2024
Q3 		$10.3K Hold
116
– – 0.01% 504
2024
Q2 		$9.4K Buy
+116
New +$9.22K ﹤0.01% 517
2023
Q3 		– Sell
-116
Closed -$8.51K – 375
2023
Q2 		$8.51K Hold
116
– – ﹤0.01% 532
2023
Q1 		$7.6K Buy
+116
New +$7.32K ﹤0.01% 547

Other funds holding FDIS

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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