Ausdal Financial Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ausdal Financial 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 Q1	–	Sell	-2,450	Closed	-$250K	–	1008
2025 Q4	$250K	Buy	+2,450	New	+$249K	0.01%	818
2016 Q1	–	Sell	-777	Closed	-$24K	–	492
2015 Q4	$24K	Buy	+777	New	+$24.2K	0.01%	675

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

Ausdal Financial Partners's FDIS Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 2,450 shares — an estimated $250K sold.

Ausdal Financial Partners first reported a position in FDIS in Q4 2015 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Ausdal Financial Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
Ausdal Financial Partners sold 2,450 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $250K.
Ausdal Financial Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2015 and held it in 2 quarters.
Ausdal Financial Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $250K in Q4 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.