Clearstead Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Clearstead 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	$63.6K	Hold	618	–	–	﹤0.01%	1421
2026 Q1	$57.6K	Hold	618	–	–	﹤0.01%	1250
2025 Q4	$63.1K	Hold	618	–	–	﹤0.01%	1300
2025 Q3	$63.6K	Hold	618	–	–	﹤0.01%	1201
2025 Q2	$58.1K	Hold	618	–	–	﹤0.01%	1243
2025 Q1	$52.2K	Hold	618	–	–	﹤0.01%	1163
2024 Q4	$60.2K	Hold	618	–	–	﹤0.01%	1126
2024 Q3	$54.7K	Hold	618	–	–	﹤0.01%	1184
2024 Q2	$50.1K	Hold	618	–	–	﹤0.01%	1162
2024 Q1	$49.5K	Hold	618	–	–	﹤0.01%	764
2023 Q4	$48.8K	Sell	618 -618	-50%	-$44.7K	﹤0.01%	743
2023 Q3	$86.3K	Buy	1,236 +618	+100%	+$45.4K	﹤0.01%	767
2023 Q2	$45.3K	Hold	618	–	–	﹤0.01%	742
2023 Q1	$40.5K	Hold	618	–	–	﹤0.01%	708
2022 Q4	$35K	Sell	618 -450	-42%	-$27.3K	﹤0.01%	693
2022 Q3	$65K	Hold	1,068	–	–	0.01%	559
2022 Q2	$63K	Sell	1,068 -150	-12%	-$10.1K	﹤0.01%	575
2022 Q1	$96K	Hold	1,218	–	–	0.01%	557
2021 Q4	$108K	Buy	1,218 +600	+97%	+$52.2K	0.01%	511
2021 Q3	$50K	Sell	618 -60	-9%	-$4.92K	﹤0.01%	612
2021 Q2	$55K	Sell	678 -127	-16%	-$10.1K	﹤0.01%	539
2021 Q1	$61K	Hold	805	–	–	0.01%	515
2020 Q4	$58K	Hold	805	–	–	0.01%	490
2020 Q3	$50K	Buy	+805	New	+$47.9K	0.01%	465

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Clearstead Advisors's FDIS Position: Q2 2026 in Review

Clearstead Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 618 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Clearstead Advisors first reported a position in FDIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $108K in Q4 2021. 141 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Clearstead Advisors held 618 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $63.6K as of Q2 2026.
Clearstead Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1421 holding.
Clearstead Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and has held it in 24 quarters since.
Clearstead Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $108K in Q4 2021.
141 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.