B. Riley Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

B. Riley Wealth 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	–	Sell	-5,558	Closed	-$568K	–	974
2025 Q4	$568K	Buy	5,558 +21	+0.4%	+$2.13K	0.03%	477
2025 Q3	$570K	Buy	5,537 +1	+0%	+$99	0.03%	491
2025 Q2	$521K	Buy	+5,536	New	+$488K	0.02%	517
2024 Q4	$578K	Buy	5,926 +25	+0.4%	+$2.34K	0.02%	643
2024 Q3	$515K	Sell	5,901 -250	-4%	-$20.7K	0.01%	733
2024 Q2	$498K	Buy	6,151 +683	+12%	+$54.3K	0.01%	819
2024 Q1	$382K	Sell	5,468 -50	-0.9%	-$3.96K	0.01%	933
2023 Q4	$436K	Buy	5,518 +50	+0.9%	+$3.61K	0.01%	887
2023 Q3	$382K	Buy	5,468 +1,523	+39%	+$112K	0.01%	933
2023 Q2	$289K	Buy	+3,945	New	+$263K	0.01%	1140

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

B. Riley Wealth Advisors's FDIS Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 5,558 shares — an estimated $568K sold.

B. Riley Wealth Advisors first reported a position in FDIS in Q2 2023 and held it in 10 quarters. The position peaked at $578K in Q4 2024. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,558 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $568K.
B. Riley Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 10 quarters.
B. Riley Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $578K in Q4 2024.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.