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Brighton Jones LLC’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Brighton Jones LLC’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 		$307K Buy
2,985
+503
+20% +$50.7K 0.01% 1038
2026
Q1 		$232K Buy
+2,482
New +$249K 0.01% 1027
2025
Q4 		– Sell
-2,318
Closed -$238K – 358
2025
Q3 		$238K Buy
+2,318
New +$229K 0.01% 896

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 $386M AUM 18.64% 1-Year Est. Return

Brighton Jones LLC's FDIS Position: Q2 2026 in Review

Brighton Jones LLC increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 20% in Q2 2026, buying an estimated $50.7K and bringing the position to 2,985 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1038.

Brighton Jones LLC first reported a position in FDIS in Q3 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Brighton Jones LLC held 2,985 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $307K as of Q2 2026.
  • Brighton Jones LLC bought 503 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $50.7K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1038 holding.
  • Brighton Jones LLC first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 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 Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.