Creative Planning’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $712K | Buy |
7,637
+1,089
| +17% | +$109K | ﹤0.01% | 2743 |
|
|
2025
Q4 | $669K | Buy |
6,548
+464
| +8% | +$47.1K | ﹤0.01% | 2602 |
|
|
2025
Q3 | $626K | Buy |
6,084
+723
| +13% | +$71.5K | ﹤0.01% | 2532 |
|
|
2025
Q2 | $504K | Buy |
5,361
+134
| +3% | +$11.8K | ﹤0.01% | 2468 |
|
|
2025
Q1 | $442K | Sell |
5,227
-1,664
| -24% | -$156K | ﹤0.01% | 2399 |
|
|
2024
Q4 | $672K | Buy |
6,891
+2,273
| +49% | +$213K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $408K | Sell |
4,618
-1,521
| -25% | -$126K | ﹤0.01% | 2280 |
|
|
2024
Q2 | $497K | Buy |
6,139
+1,657
| +37% | +$132K | ﹤0.01% | 1945 |
|
|
2024
Q1 | $370K | Sell |
4,482
-181
| -4% | -$14.3K | ﹤0.01% | 2079 |
|
|
2023
Q4 | $368K | Buy |
4,663
+565
| +14% | +$40.8K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $286K | Sell |
4,098
-1,566
| -28% | -$115K | ﹤0.01% | 1978 |
|
|
2023
Q2 | $415K | Sell |
5,664
-111
| -2% | -$7.41K | ﹤0.01% | 1675 |
|
|
2023
Q1 | $378K | Buy |
5,775
+709
| +14% | +$44.7K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $287K | Sell |
5,066
-543
| -10% | -$32.9K | ﹤0.01% | 1754 |
|
|
2022
Q3 | $341K | Sell |
5,609
-321
| -5% | -$21.5K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $349K | Buy |
5,930
+439
| +8% | +$29.7K | ﹤0.01% | 1511 |
|
|
2022
Q1 | $434K | Buy |
5,491
+158
| +3% | +$12.5K | ﹤0.01% | 1405 |
|
|
2021
Q4 | $471K | Buy |
5,333
+187
| +4% | +$16.3K | ﹤0.01% | 1337 |
|
|
2021
Q3 | $413K | Buy |
5,146
+407
| +9% | +$33.4K | ﹤0.01% | 1397 |
|
|
2021
Q2 | $384K | Sell |
4,739
-1,831
| -28% | -$145K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $502K | Sell |
6,570
-1,045
| -14% | -$78.5K | ﹤0.01% | 1441 |
|
|
2020
Q4 | $544K | Buy |
7,615
+3,620
| +91% | +$240K | ﹤0.01% | 1265 |
|
|
2020
Q3 | $248K | Sell |
3,995
-549
| -12% | -$32.7K | ﹤0.01% | 1552 |
|
|
2020
Q2 | $236K | Sell |
4,544
-1,243
| -21% | -$58K | ﹤0.01% | 1441 |
|
|
2020
Q1 | $218K | Sell |
5,787
-1,840
| -24% | -$84.4K | ﹤0.01% | 1353 |
|
|
2019
Q4 | $368K | Buy |
7,627
+300
| +4% | +$14K | ﹤0.01% | 1281 |
|
|
2019
Q3 | $335K | Buy |
7,327
+2,047
| +39% | +$94.2K | ﹤0.01% | 1290 |
|
|
2019
Q2 | $241K | Buy |
+5,280
| New | +$238K | ﹤0.01% | 1501 |
|
|
2017
Q3 | – | Sell |
-204
| Closed | -$7K | – | 2482 |
|
|
2017
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 3814 |
|
|
2017
Q1 | $7K | Sell |
204
-497
| -71% | -$16.8K | ﹤0.01% | 3784 |
|
|
2016
Q4 | $23K | Buy |
701
+199
| +40% | +$6.33K | ﹤0.01% | 2983 |
|
|
2016
Q3 | $16K | Buy |
502
+300
| +149% | +$9.48K | ﹤0.01% | 3201 |
|
|
2016
Q2 | $6K | Sell |
202
-36
| -15% | -$1.11K | ﹤0.01% | 3536 |
|
|
2016
Q1 | $7K | Buy |
238
+38
| +19% | +$1.11K | ﹤0.01% | 3401 |
|
|
2015
Q4 | $6K | Sell |
200
-201
| -50% | -$6.26K | ﹤0.01% | 3581 |
|
|
2015
Q3 | $12K | Buy |
+401
| New | +$12.3K | ﹤0.01% | 3072 |
|
|
2015
Q2 | – | Sell |
-1,572
| Closed | -$48K | – | 1717 |
|
|
2015
Q1 | $48K | Sell |
1,572
-598
| -28% | -$17.8K | ﹤0.01% | 2055 |
|
|
2014
Q4 | $63K | Sell |
2,170
-381
| -15% | -$10.6K | ﹤0.01% | 1844 |
|
|
2014
Q3 | $69K | Buy |
2,551
+186
| +8% | +$5.08K | ﹤0.01% | 1710 |
|
|
2014
Q2 | $64K | Buy |
+2,365
| New | +$62.1K | ﹤0.01% | 1713 |
|
Other funds holding FDIS
AWM
AM
FFS
Creative Planning's FDIS Position: Q1 2026 in Review
Creative Planning increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 17% in Q1 2026, buying an estimated $109K and bringing the position to 7,637 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.
Creative Planning first reported a position in FDIS in Q2 2014 and has held it in 40 quarters since. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.
- Creative Planning held 7,637 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $712K as of Q1 2026.
- Creative Planning bought 1,089 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $109K.
- Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2743 holding.
- Creative Planning first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2014 and has held it in 40 quarters since.
- 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.