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

Atlas 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 Q1	$4.41M	Sell	47,271 -9,368	-17%	-$938K	0.5%	50
2025 Q4	$5.79M	Buy	+56,639	New	+$5.75M	0.64%	44
2025 Q2	$5.21M	Sell	55,346 -7,694	-12%	-$678K	0.64%	42
2025 Q1	$5.33M	Sell	63,040 -12,240	-16%	-$1.15M	0.67%	43
2024 Q4	$7.34M	Buy	75,280 +21,694	+40%	+$2.03M	0.93%	28
2024 Q3	$4.74M	Buy	53,586 +157	+0.3%	+$13K	0.72%	37
2024 Q2	$4.33M	Sell	53,429 -31,137	-37%	-$2.47M	0.56%	42
2024 Q1	$6.98M	Buy	84,566 +10,761	+15%	+$852K	1.09%	23
2023 Q4	$5.83M	Sell	73,805 -15,304	-17%	-$1.11M	0.84%	31
2023 Q3	$6.23M	Buy	89,109 +14,369	+19%	+$1.06M	1.02%	23
2023 Q2	$5.48M	Buy	74,740 +17,242	+30%	+$1.15M	0.83%	32
2023 Q1	$3.76M	Buy	57,498 +3,536	+7%	+$223K	0.59%	39
2022 Q4	$3.06M	Sell	53,962 -16,591	-24%	-$1.01M	0.51%	42
2022 Q3	$4.29M	Buy	70,553 +2,281	+3%	+$153K	0.78%	33
2022 Q2	$4.02M	Buy	68,272 +21,673	+47%	+$1.47M	0.68%	35
2022 Q1	$3.69M	Sell	46,599 -45,457	-49%	-$3.59M	0.57%	42
2021 Q4	$8.13M	Buy	92,056 +63,945	+227%	+$5.56M	1.21%	21
2021 Q3	$2.26M	Sell	28,111 -2,619	-9%	-$215K	0.36%	59
2021 Q2	$2.49M	Sell	30,730 -6,132	-17%	-$486K	0.42%	52
2021 Q1	$2.81M	Sell	36,862 -3,033	-8%	-$228K	0.55%	46
2020 Q4	$2.85M	Buy	39,895 +17,774	+80%	+$1.18M	0.6%	36
2020 Q3	$1.37M	Buy	22,121 +3,535	+19%	+$210K	0.33%	72
2020 Q2	$967K	Buy	+18,586	New	+$867K	0.23%	97

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 $58.2B AUM 22.78% 1-Year Est. Return

FFS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Atlas Capital Advisors's FDIS Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 17% in Q1 2026, selling an estimated $938K and leaving 47,271 shares worth $4.41M. The position accounts for 0.5% of the portfolio, ranked #50.

Atlas Capital Advisors first reported a position in FDIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.13M in Q4 2021. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Atlas Capital Advisors held 47,271 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.41M as of Q1 2026.
Atlas Capital Advisors sold 9,368 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $938K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.5% of Atlas Capital Advisors's portfolio in Q1 2026, its #50 holding.
Atlas Capital Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2020 and has held it in 23 quarters since.
Atlas Capital Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8.13M in Q4 2021.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.