Smith Shellnut Wilson’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Smith Shellnut Wilson’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	$350K	Buy	+3,400	New	+$336K	0.13%	99
2022 Q1	–	Sell	-12,781	Closed	-$1.13M	–	145
2021 Q4	$1.13M	Buy	+12,781	New	+$1.11M	0.56%	40

Other funds holding FDIS

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

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith Shellnut Wilson's FDIS Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025: 3,400 shares worth $350K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in FDIS as recently as Q4 2021.

Smith Shellnut Wilson first reported a position in FDIS in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2021. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

Smith Shellnut Wilson held 3,400 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $350K as of Q3 2025.
Fidelity MSCI Consumer Discretionary Index ETF was a new Smith Shellnut Wilson position in Q3 2025.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.13% of Smith Shellnut Wilson's portfolio in Q3 2025, its #99 holding.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 2 quarters since.
Smith Shellnut Wilson's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.13M in Q4 2021.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.