SYM Financial Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

SYM Financial Corp’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	-524	Closed	-$53.6K	–	429
2025 Q4	$53.6K	Buy	+524	New	+$53.2K	0.01%	361
2025 Q3	–	Sell	-524	Closed	-$49.3K	–	427
2025 Q2	$49.3K	Buy	+524	New	+$46.2K	0.01%	362
2024 Q2	–	Sell	-250	Closed	-$20.6K	–	264
2024 Q1	$20.6K	Sell	250 -100	-29%	-$7.92K	﹤0.01%	147
2023 Q4	$27.6K	Hold	350	–	–	﹤0.01%	156
2023 Q3	$24.5K	Buy	+350	New	+$25.7K	﹤0.01%	145

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SYM Financial Corp's FDIS Position: Q1 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 524 shares — an estimated $53.6K sold.

SYM Financial Corp first reported a position in FDIS in Q3 2023 and held it in 5 quarters. The position peaked at $53.6K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 524 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $53.6K.
SYM Financial Corp first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 5 quarters.
SYM Financial Corp's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $53.6K in Q4 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.