Cambridge Investment Research Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cambridge Investment Research 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 Q2	$3.83M	Sell	37,245 -1,296	-3%	-$131K	0.01%	1195
2026 Q1	$3.59M	Buy	38,541 +5,695	+17%	+$570K	0.01%	1171
2025 Q4	$3.36M	Buy	32,846 +2,613	+9%	+$265K	0.01%	1152
2025 Q3	$3.11M	Sell	30,233 -2,206	-7%	-$218K	0.01%	1195
2025 Q2	$3.05M	Sell	32,439 -3,060	-9%	-$270K	0.01%	1136
2025 Q1	$3M	Sell	35,499 -931	-3%	-$87.6K	0.01%	1096
2024 Q4	$3.55M	Sell	36,430 -888	-2%	-$83.2K	0.01%	988
2024 Q3	$3.3M	Buy	37,318 +5,304	+17%	+$439K	0.01%	1019
2024 Q2	$2.59M	Sell	32,014 -2,743	-8%	-$218K	0.01%	1113
2024 Q1	$2.87M	Sell	34,757 -9,746	-22%	-$771K	0.01%	1054
2023 Q4	$3.51M	Sell	44,503 -12,779	-22%	-$923K	0.02%	881
2023 Q3	$4M	Sell	57,282 -4,213	-7%	-$310K	0.02%	772
2023 Q2	$4.51M	Buy	61,495 +6,642	+12%	+$443K	0.02%	713
2023 Q1	$3.59M	Sell	54,853 -2,305	-4%	-$145K	0.02%	791
2022 Q4	$3.24M	Buy	57,158 +14	+0%	+$849	0.02%	817
2022 Q3	$3.48M	Sell	57,144 -2,542	-4%	-$170K	0.02%	733
2022 Q2	$3.52M	Sell	59,686 -4,501	-7%	-$304K	0.02%	764
2022 Q1	$5.08M	Sell	64,187 -25,429	-28%	-$2.01M	0.02%	623
2021 Q4	$7.91M	Sell	89,616 -250	-0.3%	-$21.8K	0.04%	463
2021 Q3	$7.21M	Sell	89,866 -2,524	-3%	-$207K	0.04%	465
2021 Q2	$7.49M	Buy	92,390 +839	+0.9%	+$66.4K	0.04%	469
2021 Q1	$6.99M	Buy	91,551 +1,182	+1%	+$88.8K	0.04%	446
2020 Q4	$6.46M	Sell	90,369 -18,097	-17%	-$1.2M	0.04%	430
2020 Q3	$6.73M	Buy	108,466 +53,075	+96%	+$3.16M	0.05%	373
2020 Q2	$2.88M	Sell	55,391 -4,218	-7%	-$197K	0.02%	625
2020 Q1	$2.25M	Sell	59,609 -3,804	-6%	-$174K	0.02%	620
2019 Q4	$3.06M	Sell	63,413 -13,070	-17%	-$608K	0.02%	627
2019 Q3	$3.5M	Buy	76,483 +4,940	+7%	+$227K	0.03%	546
2019 Q2	$3.27M	Buy	71,543 +20,395	+40%	+$918K	0.03%	544
2019 Q1	$2.24M	Buy	51,148 +10,634	+26%	+$447K	0.02%	667
2018 Q4	$1.55M	Sell	40,514 -59,892	-60%	-$2.47M	0.02%	725
2018 Q3	$4.57M	Buy	100,406 +22,875	+30%	+$1.01M	0.04%	397
2018 Q2	$3.32M	Sell	77,531 -2,707	-3%	-$112K	0.04%	464
2018 Q1	$3.19M	Buy	80,238 +38,178	+91%	+$1.57M	0.04%	463
2017 Q4	$1.65M	Buy	42,060 +6,822	+19%	+$255K	0.02%	655
2017 Q3	$1.26M	Sell	35,238 -89,171	-72%	-$3.17M	0.02%	727
2017 Q2	$4.42M	Buy	124,409 +65,319	+111%	+$2.31M	0.06%	285
2017 Q1	$2.05M	Sell	59,090 -1,442	-2%	-$48.6K	0.04%	438
2016 Q4	$1.95M	Buy	60,532 +2,076	+4%	+$66K	0.04%	445
2016 Q3	$1.84M	Sell	58,456 -4,767	-8%	-$151K	0.03%	452
2016 Q2	$1.93M	Sell	63,223 -33,332	-35%	-$1.03M	0.04%	390
2016 Q1	$3M	Sell	96,555 -10,692	-10%	-$312K	0.07%	276
2015 Q4	$3.29M	Buy	107,247 +71,300	+198%	+$2.22M	0.08%	249
2015 Q3	$1.06M	Buy	+35,947	New	+$1.11M	0.03%	461
2014 Q4	–	Sell	-43,655	Closed	-$1.18M	–	1401
2014 Q3	$1.18M	Buy	+43,655	New	+$1.19M	0.03%	467

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

Cambridge Investment Research Advisors's FDIS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3.4% in Q2 2026, selling an estimated $131K and leaving 37,245 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #1195.

Cambridge Investment Research Advisors first reported a position in FDIS in Q3 2014 and has held it in 45 quarters since. The position peaked at $7.91M in Q4 2021. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Cambridge Investment Research Advisors held 37,245 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.83M as of Q2 2026.
Cambridge Investment Research Advisors sold 1,296 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $131K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1195 holding.
Cambridge Investment Research Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2014 and has held it in 45 quarters since.
Cambridge Investment Research Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $7.91M in Q4 2021.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.