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Action Point Financial Planning’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Action Point Financial Planning’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
Q2 		$85K Buy
+827
New +$83.4K 0.01% 651

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Action Point Financial Planning's FDIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 827 shares worth $85K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings.

237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Action Point Financial Planning held 827 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $85K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #651 holding.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.