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Arkadios Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Arkadios Wealth 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 		$207K Buy
+2,017
New +$203K ﹤0.01% 1617
2026
Q1 		– Sell
-3,126
Closed -$319K – 1731
2025
Q4 		$319K Buy
3,126
+374
+14% +$38K 0.01% 1221
2025
Q3 		$283K Buy
2,752
+46
+2% +$4.55K 0.01% 1180
2025
Q2 		$255K Buy
2,706
+117
+5% +$10.3K 0.01% 1115
2025
Q1 		$219K Buy
+2,589
New +$243K 0.01% 1013
2024
Q2 		– Sell
-2,836
Closed -$234K – 878
2024
Q1 		$234K Sell
2,836
-103
-4% -$8.15K 0.02% 612
2023
Q4 		$232K Sell
2,939
-352
-11% -$25.4K 0.02% 612
2023
Q3 		$230K Buy
+3,291
New +$242K 0.02% 578
2022
Q2 		– Sell
-2,619
Closed -$207K – 562
2022
Q1 		$207K Buy
2,619
+276
+12% +$21.8K 0.03% 530
2021
Q4 		$207K Buy
2,343
+583
+33% +$50.7K 0.03% 550
2021
Q3 		$141K Buy
1,760
+48
+3% +$3.93K 0.02% 596
2021
Q2 		$138K Buy
1,712
+1,325
+342% +$105K 0.02% 630
2021
Q1 		$29K Sell
387
-160
-29% -$12K ﹤0.01% 856
2020
Q4 		$39K Buy
547
+346
+172% +$23K 0.01% 601
2020
Q3 		$13K Hold
201
– – 0.01% 690
2020
Q2 		$11.2K Buy
201
+100
+99% +$4.67K 0.01% 662
2020
Q1 		$3.8K Buy
101
+1
+1% +$46 ﹤0.01% 837
2019
Q4 		$5.18K Buy
+100
New +$4.66K ﹤0.01% 696

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

Arkadios Wealth Advisors's FDIS Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 2,017 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in FDIS as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in FDIS in Q4 2019 and has held it in 18 quarters since. The position peaked at $319K in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Arkadios Wealth Advisors held 2,017 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $207K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Arkadios Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1617 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $319K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.