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CX Institutional’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

CX Institutional’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 		$4.25M Buy
44,840
+861
+2% +$86.6K 0.12% 184
2026
Q2 		$4.52M Buy
43,979
+3,453
+9% +$348K 0.13% 166
2026
Q1 		$3.78M Buy
40,526
+6,458
+19% +$647K 0.12% 190
2025
Q4 		$3.48M Buy
34,068
+1,792
+6% +$182K 0.1% 161
2025
Q3 		$3.32M Sell
32,276
-2,310
-7% -$228K 0.1% 165
2025
Q2 		$3.25M Buy
34,586
+7,034
+26% +$620K 0.11% 164
2025
Q1 		$2.33M Buy
27,552
+7,651
+38% +$720K 0.09% 184
2024
Q4 		$1.94M Buy
19,901
+646
+3% +$60.5K 0.08% 178
2024
Q3 		$1.7M Sell
19,255
-372
-2% -$30.8K 0.08% 211
2024
Q2 		$1.59M Sell
19,627
-3,468
-15% -$276K 0.07% 214
2024
Q1 		$1.9M Buy
23,095
+466
+2% +$36.9K 0.09% 199
2023
Q4 		$1.79M Buy
+22,629
New +$1.63M 0.1% 196
2023
Q3 		– Sell
-4,119
Closed -$302K – 504
2023
Q2 		$302K Sell
4,119
-8,524
-67% -$569K 0.02% 427
2023
Q1 		$824K Buy
+12,643
New +$797K 0.04% 302

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

CX Institutional's FDIS Position: Q3 2026 in Review

CX Institutional increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2% in Q3 2026, buying an estimated $86.6K and bringing the position to 44,840 shares worth $4.25M. The position accounts for 0.12% of the portfolio, ranked #184.

CX Institutional first reported a position in FDIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.52M in Q2 2026. 16 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • CX Institutional held 44,840 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.25M as of Q3 2026.
  • CX Institutional bought 861 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $86.6K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.12% of CX Institutional's portfolio in Q3 2026, its #184 holding.
  • CX Institutional first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 14 quarters since.
  • CX Institutional's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.52M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.