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 Q3	–	Sell	-524	Closed	-$53.9K	–	549
2026 Q2	$53.9K	Buy	+524	New	+$52.9K	﹤0.01%	432
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 $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

SYM Financial Corp's FDIS Position: Q3 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2026, closing a stake of 524 shares — an estimated $53.9K sold.

SYM Financial Corp first reported a position in FDIS in Q3 2023 and held it in 6 quarters. The position peaked at $53.9K in Q2 2026. 126 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 524 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $53.9K.
SYM Financial Corp first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 6 quarters.
SYM Financial Corp's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $53.9K in Q2 2026.
126 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.