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 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 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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avion Wealth's FDIS Position: Q2 2026 in Review

Avion Wealth held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Avion Wealth first reported a position in FDIS in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Avion Wealth held 7 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $0 as of Q2 2026.
Avion Wealth left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1522 holding.
Avion Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 4 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.