Arax Advisory Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Arax Advisory Partners’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	$650K	Buy	6,318 +6,002	+1,899%	+$605K	﹤0.01%	1465
2026 Q1	$29.4K	Sell	316 -216	-41%	-$21.6K	﹤0.01%	1906
2025 Q4	$54.4K	Buy	+532	New	+$54K	﹤0.01%	1565
2025 Q3	–	Sell	-406	Closed	-$38.2K	–	3820
2025 Q2	$38.2K	Buy	+406	New	+$35.8K	﹤0.01%	1362
2023 Q3	–	Sell	-40	Closed	-$2.96K	–	1331
2023 Q2	$2.96K	Hold	40	–	–	﹤0.01%	951
2023 Q1	$2.63K	Hold	40	–	–	﹤0.01%	962
2022 Q4	$2.27K	Hold	40	–	–	﹤0.01%	924
2022 Q3	$2K	Sell	40 -10	-20%	-$669	﹤0.01%	954
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	884
2022 Q1	$4K	Buy	50 +15	+43%	+$1.18K	﹤0.01%	817
2021 Q4	$3K	Buy	+35	New	+$3.05K	﹤0.01%	834

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

Arax Advisory Partners's FDIS Position: Q2 2026 in Review

Arax Advisory Partners increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1,899% in Q2 2026, buying an estimated $605K and bringing the position to 6,318 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Arax Advisory Partners first reported a position in FDIS in Q4 2021 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Arax Advisory Partners held 6,318 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $650K as of Q2 2026.
Arax Advisory Partners bought 6,002 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $605K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1465 holding.
Arax Advisory Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 11 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.