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Wealthspire Advisors (New York)’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,226
Closed -$126K – 1649
2025
Q3 		$126K Buy
+1,226
New +$121K ﹤0.01% 937

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDIS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2025, closing a stake of 1,226 shares — an estimated $126K sold.

Wealthspire Advisors (New York) first reported a position in FDIS in Q3 2025 and held it in 1 quarter. The position peaked at $126K in Q3 2025. 249 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,226 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $126K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Consumer Discretionary Index ETF position peaked at $126K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.