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Blue Jean Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Blue Jean Financial’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 		$830K Sell
8,070
-250
-3% -$25.2K 0.58% 64
2026
Q1 		$776K Buy
8,320
+256
+3% +$25.6K 0.64% 58
2025
Q4 		$824K Buy
+8,064
New +$819K 0.67% 63

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Blue Jean Financial's FDIS Position: Q2 2026 in Review

Blue Jean Financial reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3% in Q2 2026, selling an estimated $25.2K and leaving 8,070 shares worth $830K. The position accounts for 0.58% of the portfolio, ranked #64.

Blue Jean Financial first reported a position in FDIS in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Blue Jean Financial held 8,070 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $830K as of Q2 2026.
  • Blue Jean Financial sold 250 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $25.2K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.58% of Blue Jean Financial's portfolio in Q2 2026, its #64 holding.
  • Blue Jean Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.