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Congress Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Congress Asset 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
Q3 		$6.42M Buy
+67,763
New +$6.81M 0.04% 256

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Congress Asset Management's FDIS Position: Q3 2026 in Review

Congress Asset Management opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2026: 67,763 shares worth $6.42M. The stake represents 0.04% of the portfolio and ranks #256 among its holdings.

16 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Congress Asset Management held 67,763 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $6.42M as of Q3 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Congress Asset Management position in Q3 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.04% of Congress Asset Management's portfolio in Q3 2026, its #256 holding.
  • 16 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.