Advisory Services Network’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Advisory Services Network’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	$735K	Buy	7,148 +32	+0.4%	+$3.23K	0.01%	1192
2026 Q1	$664K	Buy	7,116 +1	+0%	+$100	0.01%	1124
2025 Q4	$727K	Sell	7,115 -69	-1%	-$7.01K	0.01%	1037
2025 Q3	$739K	Sell	7,184 -85	-1%	-$8.4K	0.01%	1018
2025 Q2	$697K	Sell	7,269 -40,279	-85%	-$3.55M	0.01%	1006
2025 Q1	$4.02M	Buy	47,548 +1,533	+3%	+$144K	0.08%	294
2024 Q4	$4.48M	Buy	46,015 +6,449	+16%	+$604K	0.08%	265
2024 Q3	$3.21M	Hold	39,566	–	–	0.07%	313
2024 Q2	$3.21M	Buy	39,566 +2,103	+6%	+$167K	0.07%	313
2024 Q1	$3.09M	Buy	37,463 +4,354	+13%	+$345K	0.07%	336
2023 Q4	$2.61M	Buy	33,109 +21,711	+190%	+$1.57M	0.06%	354
2023 Q3	$796K	Buy	11,398 +791	+7%	+$58.1K	0.02%	717
2023 Q2	$778K	Sell	10,607 -3,467	-25%	-$231K	0.02%	723
2023 Q1	$922K	Buy	14,074 +64	+0.5%	+$4.04K	0.03%	638
2022 Q4	$794K	Sell	14,010 -2,391	-15%	-$145K	0.02%	669
2022 Q3	$998K	Sell	16,401 -3,909	-19%	-$262K	0.04%	549
2022 Q2	$1.2M	Buy	20,310 +2,132	+12%	+$144K	0.04%	508
2022 Q1	$1.44M	Buy	18,178 +2,242	+14%	+$177K	0.04%	506
2021 Q4	$1.41M	Buy	15,936 +1,183	+8%	+$103K	0.04%	504
2021 Q3	$1.18M	Buy	14,753 +1,357	+10%	+$111K	0.04%	545
2021 Q2	$1.09M	Buy	13,396 +2,422	+22%	+$192K	0.03%	566
2021 Q1	$838K	Buy	10,974 +2,604	+31%	+$196K	0.03%	609
2020 Q4	$598K	Buy	8,370 +287	+4%	+$19.1K	0.02%	675
2020 Q3	$502K	Sell	8,083 -79	-1%	-$4.7K	0.02%	625
2020 Q2	$425K	Sell	8,162 -10,555	-56%	-$492K	0.02%	660
2020 Q1	$706K	Sell	18,717 -6,959	-27%	-$319K	0.05%	430
2019 Q4	$1.24M	Buy	25,676 +4,540	+21%	+$211K	0.07%	374
2019 Q3	$966K	Hold	21,136	–	–	0.06%	394
2019 Q2	$966K	Sell	21,136 -9,783	-32%	-$440K	0.06%	393
2019 Q1	$1.36M	Sell	30,919 -137,088	-82%	-$5.76M	0.1%	281
2018 Q4	$6.44M	Buy	168,007 +62,736	+60%	+$2.59M	0.56%	25
2018 Q3	$4.79M	Sell	105,271 -7,887	-7%	-$350K	0.35%	57
2018 Q2	$4.94M	Buy	113,158 +26,116	+30%	+$1.08M	0.38%	46
2018 Q1	$3.46M	Buy	87,042 +17,174	+25%	+$704K	0.28%	76
2017 Q4	$2.73M	Sell	69,868 -79	-0.1%	-$2.95K	0.24%	94
2017 Q3	$2.51M	Buy	69,947 +1,663	+2%	+$59.2K	0.29%	75
2017 Q2	$2.42M	Sell	68,284 -1,483	-2%	-$52.4K	0.32%	67
2017 Q1	$2.42M	Buy	+69,767	New	+$2.35M	0.35%	58
2016 Q3	$2.01M	Sell	63,868 -5,414	-8%	-$171K	0.38%	53
2016 Q2	$2.11M	Buy	69,282 +8,861	+15%	+$273K	0.48%	36
2016 Q1	$1.88M	Sell	60,421 -61,753	-51%	-$1.8M	0.51%	38
2015 Q4	$3.75M	Buy	122,174 +116,108	+1,914%	+$3.62M	1.2%	10
2015 Q3	$179K	Sell	6,066 -299	-5%	-$9.2K	0.05%	294
2015 Q2	$198K	Buy	6,365 +404	+7%	+$12.5K	0.06%	283
2015 Q1	$184K	Buy	5,961 +313	+6%	+$9.29K	0.05%	294
2014 Q4	$158K	Buy	+5,648	New	+$157K	0.05%	273

Other funds holding FDIS

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Advisory Services Network's FDIS Position: Q2 2026 in Review

Advisory Services Network increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 0.45% in Q2 2026, buying an estimated $3.23K and bringing the position to 7,148 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #1192.

Advisory Services Network first reported a position in FDIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.44M in Q4 2018. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Advisory Services Network held 7,148 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $735K as of Q2 2026.
Advisory Services Network bought 32 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $3.23K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1192 holding.
Advisory Services Network first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2014 and has held it in 46 quarters since.
Advisory Services Network's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $6.44M in Q4 2018.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.