CAG
FDIS icon

Csenge Advisory Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Csenge Advisory Group’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 		$242K Buy
2,353
+77
+3% +$7.77K 0.01% 677
2026
Q1 		$212K Sell
2,276
-332
-13% -$33.3K 0.01% 690
2025
Q4 		$266K Sell
2,608
-39
-1% -$3.96K 0.01% 606
2025
Q3 		$272K Sell
2,647
-64
-2% -$6.33K 0.01% 568
2025
Q2 		$250K Sell
2,711
-228
-8% -$20.1K 0.01% 598
2025
Q1 		$234K Sell
2,939
-34
-1% -$3.2K 0.01% 597
2024
Q4 		$290K Buy
+2,973
New +$279K 0.02% 562

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

Csenge Advisory Group's FDIS Position: Q2 2026 in Review

Csenge Advisory Group increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3.4% in Q2 2026, buying an estimated $7.77K and bringing the position to 2,353 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #677.

Csenge Advisory Group first reported a position in FDIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q4 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Csenge Advisory Group held 2,353 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $242K as of Q2 2026.
  • Csenge Advisory Group bought 77 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $7.77K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #677 holding.
  • Csenge Advisory Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Csenge Advisory Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $290K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.