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Capital Investment Advisory Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Capital Investment Advisory Services’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 		$127K Buy
1,239
+36
+3% +$3.63K 0.01% 773
2026
Q1 		$112K Buy
1,203
+43
+4% +$4.31K 0.01% 716
2025
Q4 		$119K Sell
1,160
-105
-8% -$10.7K 0.01% 678
2025
Q3 		$130K Sell
1,265
-360
-22% -$35.6K 0.01% 638
2025
Q2 		$153K Hold
1,625
– – 0.01% 592
2025
Q1 		$137K Buy
1,625
+248
+18% +$23.3K 0.01% 575
2024
Q4 		$134K Hold
1,377
– – 0.01% 528
2024
Q3 		$122K Sell
1,377
-40
-3% -$3.31K 0.01% 565
2024
Q2 		$115K Sell
1,417
-238
-14% -$18.9K 0.01% 549
2024
Q1 		$137K Hold
1,655
– – 0.01% 527
2023
Q4 		$131K Sell
1,655
-48
-3% -$3.47K 0.01% 539
2023
Q3 		$119K Buy
1,703
+138
+9% +$10.1K 0.01% 532
2023
Q2 		$115K Hold
1,565
– – 0.01% 525
2023
Q1 		$102K Hold
1,565
– – 0.01% 534
2022
Q4 		$88.7K Hold
1,565
– – 0.01% 559
2022
Q3 		$95K Hold
1,565
– – 0.01% 512
2022
Q2 		$92K Hold
1,565
– – 0.01% 530
2022
Q1 		$124K Hold
1,565
– – 0.01% 547
2021
Q4 		$138K Buy
1,565
+210
+15% +$18.3K 0.02% 517
2021
Q3 		$109K Buy
1,355
+223
+20% +$18.3K 0.01% 507
2021
Q2 		$92K Buy
1,132
+250
+28% +$19.8K 0.01% 531
2021
Q1 		$67K Buy
882
+245
+38% +$18.4K 0.01% 513
2020
Q4 		$46K Hold
637
– – 0.01% 527
2020
Q3 		$40K Buy
+637
New +$37.9K 0.01% 465

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Capital Investment Advisory Services's FDIS Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,239 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #773.

Capital Investment Advisory Services first reported a position in FDIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $153K in Q2 2025. 64 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Capital Investment Advisory Services held 1,239 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $127K as of Q2 2026.
  • Capital Investment Advisory Services bought 36 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $3.63K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #773 holding.
  • Capital Investment Advisory Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and has held it in 24 quarters since.
  • Capital Investment Advisory Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $153K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.