Aptus Capital Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Aptus Capital Advisors’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	$103	Hold	1	–	–	﹤0.01%	1777
2026 Q1	$93	Sell	1 -34	-97%	-$3.4K	﹤0.01%	1669
2025 Q4	$3.58K	Hold	35	–	–	﹤0.01%	1579
2025 Q3	$3.6K	Hold	35	–	–	﹤0.01%	1503
2025 Q2	$3.29K	Hold	35	–	–	﹤0.01%	1450
2025 Q1	$2.96K	Sell	35 -5	-13%	-$470	﹤0.01%	1367
2024 Q4	$3.9K	Buy	40 +5	+14%	+$469	﹤0.01%	1346
2024 Q3	$3.1K	Buy	+35	New	+$2.9K	﹤0.01%	1169

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

Aptus Capital Advisors's FDIS Position: Q2 2026 in Review

Aptus Capital Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 1 share worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Aptus Capital Advisors first reported a position in FDIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.9K in Q4 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Aptus Capital Advisors held 1 share of Fidelity MSCI Consumer Discretionary Index ETF worth $103 as of Q2 2026.
Aptus Capital Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1777 holding.
Aptus Capital Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.9K in Q4 2024.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.