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Cherry Tree Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$32.2K Buy
+345
New +$34.6K 0.01% 308

Other funds holding FDIS

Lido Advisors
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's FDIS Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026: 345 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Cherry Tree Wealth Management held 345 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $32.2K as of Q1 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Cherry Tree Wealth Management position in Q1 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #308 holding.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.