Benjamin Edwards Inc’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Benjamin Edwards Inc’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	$770K	Buy	7,486 +1,098	+17%	+$111K	0.01%	899
2026 Q1	$596K	Sell	6,388 -1,866	-23%	-$187K	0.01%	931
2025 Q4	$843K	Buy	8,254 +3,905	+90%	+$397K	0.01%	775
2025 Q3	$447K	Buy	4,349 +316	+8%	+$31.2K	0.01%	959
2025 Q2	$379K	Sell	4,033 -886	-18%	-$78K	﹤0.01%	933
2025 Q1	$416K	Sell	4,919 -13	-0.3%	-$1.22K	0.01%	841
2024 Q4	$481K	Buy	+4,932	New	+$462K	0.01%	827
2024 Q3	–	Sell	-1,285	Closed	-$104K	–	1124
2024 Q2	$104K	Buy	+1,285	New	+$102K	0.02%	419
2021 Q1	–	Sell	-9,091	Closed	-$650K	–	380
2020 Q4	$650K	Sell	9,091 -1,001	-10%	-$66.4K	0.5%	80
2020 Q3	$626K	Buy	10,092 +4,361	+76%	+$259K	0.52%	70
2020 Q2	$298K	Buy	+5,731	New	+$267K	0.25%	111

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

Benjamin Edwards Inc's FDIS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 7,486 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #899.

Benjamin Edwards Inc first reported a position in FDIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $843K in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Benjamin Edwards Inc held 7,486 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $770K as of Q2 2026.
Benjamin Edwards Inc bought 1,098 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $111K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #899 holding.
Benjamin Edwards Inc first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2020 and has held it in 11 quarters since.
Benjamin Edwards Inc's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $843K in Q4 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.