Atria Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Atria Investments’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	–	Sell	-4,645	Closed	-$475K	–	2082
2025 Q4	$475K	Buy	4,645 +6	+0.1%	+$609	0.01%	1484
2025 Q3	$477K	Sell	4,639 -19	-0.4%	-$1.88K	0.01%	1437
2025 Q2	$438K	Sell	4,658 -3,874	-45%	-$341K	0.01%	1493
2025 Q1	$721K	Sell	8,532 -388	-4%	-$36.5K	0.01%	1154
2024 Q4	$869K	Sell	8,920 -1,705	-16%	-$160K	0.01%	1051
2024 Q3	$940K	Buy	+10,625	New	+$880K	0.01%	1000
2020 Q1	–	Sell	-18,428	Closed	-$889K	–	742
2019 Q4	$889K	Sell	18,428 -435	-2%	-$20.3K	0.02%	577
2019 Q3	$863K	Sell	18,863 -171	-0.9%	-$7.87K	0.03%	461
2019 Q2	$844K	Buy	+19,034	New	+$857K	0.03%	457

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 $49B AUM 17.78% 1-Year Est. Return

FFS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Atria Investments's FDIS Position: Q1 2026 in Review

Atria Investments sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 4,645 shares — an estimated $475K sold.

Atria Investments first reported a position in FDIS in Q2 2019 and held it in 9 quarters. The position peaked at $940K in Q3 2024. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Atria Investments reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 4,645 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $475K.
Atria Investments first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 9 quarters.
Atria Investments's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $940K in Q3 2024.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.