Crumly & Associates’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Crumly & Associates’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	$434K	Hold	4,216	–	–	0.08%	127
2026 Q1	$393K	Hold	4,216	–	–	0.08%	134
2025 Q4	$431K	Hold	4,216	–	–	0.09%	129
2025 Q3	$434K	Hold	4,216	–	–	0.09%	124
2025 Q2	$397K	Hold	4,216	–	–	0.1%	112
2025 Q1	$356K	Hold	4,216	–	–	0.1%	114
2024 Q4	$411K	Hold	4,216	–	–	0.11%	104
2024 Q3	$373K	Hold	4,216	–	–	0.1%	113
2024 Q2	$342K	Hold	4,216	–	–	0.1%	112
2024 Q1	$348K	Hold	4,216	–	–	0.09%	113
2023 Q4	$333K	Hold	4,216	–	–	0.1%	108
2023 Q3	$295K	Hold	4,216	–	–	0.12%	96
2023 Q2	$309K	Sell	4,216 -347	-8%	-$23.2K	0.12%	96
2023 Q1	$299K	Hold	4,563	–	–	0.13%	92
2022 Q4	$259K	Sell	4,563 -1,558	-25%	-$94.5K	0.1%	82
2022 Q3	$373K	Buy	6,121 +374	+7%	+$25K	0.15%	79
2022 Q2	$338K	Sell	5,747 -7,875	-58%	-$532K	0.14%	85
2022 Q1	$1.08M	Sell	13,622 -27,906	-67%	-$2.2M	0.4%	43
2021 Q4	$3.21M	Sell	41,528 -7,806	-16%	-$679K	1.27%	20
2021 Q3	$3.96M	Buy	49,334 +183	+0.4%	+$15K	1.84%	17
2021 Q2	$3.99M	Sell	49,151 -43,472	-47%	-$3.44M	1.93%	18
2021 Q1	$7.07M	Buy	92,623 +6,327	+7%	+$475K	4.13%	5
2020 Q4	$6.58M	Buy	86,296 +80,441	+1,374%	+$5.34M	4.62%	7
2020 Q3	$363K	Sell	5,855 -792	-12%	-$47.1K	0.31%	34
2020 Q2	$346K	Sell	6,647 -1,394	-17%	-$65K	0.32%	32
2020 Q1	$303K	Buy	+8,041	New	+$369K	0.37%	33

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Crumly & Associates's FDIS Position: Q2 2026 in Review

Crumly & Associates held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 4,216 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #127.

Crumly & Associates first reported a position in FDIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.07M in Q1 2021. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Crumly & Associates held 4,216 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $434K as of Q2 2026.
Crumly & Associates left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.08% of Crumly & Associates's portfolio in Q2 2026, its #127 holding.
Crumly & Associates first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2020 and has held it in 26 quarters since.
Crumly & Associates's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $7.07M in Q1 2021.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.