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 Q3	$273K	Sell	2,884 -5	-0.2%	-$503	﹤0.01%	1341
2026 Q2	$297K	Buy	2,889 +8	+0.3%	+$807	﹤0.01%	1275
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Apollon Wealth Management's FDIS Position: Q3 2026 in Review

Apollon Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 0.17% in Q3 2026, selling an estimated $503 and leaving 2,884 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Apollon Wealth Management first reported a position in FDIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.7M in Q4 2024. 68 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Apollon Wealth Management held 2,884 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $273K as of Q3 2026.
Apollon Wealth Management sold 5 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $503.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1341 holding.
Apollon Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 8 quarters since.
Apollon Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $26.7M in Q4 2024.
68 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.