Allied Private Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Allied Private Wealth’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	$5.1K	Buy	+50	New	+$5.04K	﹤0.01%	613

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

Allied Private Wealth's FDIS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 50 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings.

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

Allied Private Wealth held 50 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.1K as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Allied Private Wealth position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #613 holding.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.