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Wingate Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Wingate Wealth 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
-500
Closed -$48.7K – 201
2024
Q4 		$48.7K Buy
+500
New +$46.9K 0.05% 223

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wingate Wealth Advisors's FDIS Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2025, closing a stake of 500 shares — an estimated $48.7K sold.

Wingate Wealth Advisors first reported a position in FDIS in Q4 2024 and held it in 1 quarter. The position peaked at $48.7K in Q4 2024. 231 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 500 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2025, an estimated $48.7K.
  • Wingate Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $48.7K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.