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

Avion Wealth’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
Q3 		– Sell
-7
Closed – – 1500
2026
Q2 		$0 Hold
7
– – ﹤0.01% 1522
2026
Q1 		$0 Hold
7
– – ﹤0.01% 1355
2025
Q4 		$0 Hold
7
– – ﹤0.01% 1347
2025
Q3 		$0 Buy
+7
New +$692 ﹤0.01% 1305

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's FDIS Position: Q3 2026 in Review

Avion Wealth sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2026, closing a stake of 7 shares.

Avion Wealth first reported a position in FDIS in Q3 2025 and held it in 4 quarters. The position peaked at $0 in Q2 2026. 164 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Avion Wealth reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 7 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026.
  • Avion Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 4 quarters.
  • Avion Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $0 in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.