Signature Estate & Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Signature Estate & 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
2025 Q1	–	Sell	-2,207	Closed	-$215K	–	557
2024 Q4	$215K	Sell	2,207 -81	-4%	-$7.59K	0.01%	493
2024 Q3	$202K	Buy	+2,288	New	+$190K	﹤0.01%	503

Other funds holding FDIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Estate & Investment Advisors's FDIS Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2025, closing a stake of 2,207 shares — an estimated $215K sold.

Signature Estate & Investment Advisors first reported a position in FDIS in Q3 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 229 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

Signature Estate & Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 2,207 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2025, an estimated $215K.
Signature Estate & Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and held it in 2 quarters.
Signature Estate & Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $215K in Q4 2024.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.