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Salomon & Ludwin’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Salomon & Ludwin’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 		– Sell
-200
Closed -$20.7K – 2133
2025
Q4 		$20.7K Buy
+200
New +$20.3K ﹤0.01% 875

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

Salomon & Ludwin's FDIS Position: Q1 2026 in Review

Salomon & Ludwin sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 200 shares — an estimated $20.7K sold.

Salomon & Ludwin first reported a position in FDIS in Q4 2025 and held it in 1 quarter. The position peaked at $20.7K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Salomon & Ludwin reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
  • Salomon & Ludwin sold 200 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $20.7K.
  • Salomon & Ludwin first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and held it in 1 quarter.
  • Salomon & Ludwin's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $20.7K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.