Apollon Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Apollon Wealth Management’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 Q1	$269K	Sell	2,881 -1,044	-27%	-$105K	﹤0.01%	1168
2025 Q4	$401K	Buy	3,925 +1	+0%	+$102	0.01%	925
2025 Q3	$404K	Sell	3,924 -102,991	-96%	-$10.2M	0.01%	913
2025 Q2	$10.1M	Buy	106,915 +2,275	+2%	+$200K	0.2%	100
2025 Q1	$8.84M	Sell	104,640 -168,904	-62%	-$15.9M	0.19%	100
2024 Q4	$26.7M	Buy	+273,544	New	+$25.6M	0.61%	34

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apollon Wealth Management's FDIS Position: Q1 2026 in Review

Apollon Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 27% in Q1 2026, selling an estimated $105K and leaving 2,881 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Apollon Wealth Management first reported a position in FDIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.7M in Q4 2024. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Apollon Wealth Management held 2,881 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $269K as of Q1 2026.
Apollon Wealth Management sold 1,044 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $105K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1168 holding.
Apollon Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 6 quarters since.
Apollon Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $26.7M in Q4 2024.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.