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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
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

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

CX Institutional's FDIS Position: Q2 2026 in Review

CX Institutional increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 8.5% in Q2 2026, buying an estimated $348K and bringing the position to 43,979 shares worth $4.52M. The position accounts for 0.13% of the portfolio, ranked #166.

CX Institutional first reported a position in FDIS in Q1 2023 and has held it in 13 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • CX Institutional held 43,979 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.52M as of Q2 2026.
  • CX Institutional bought 3,453 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $348K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.13% of CX Institutional's portfolio in Q2 2026, its #166 holding.
  • CX Institutional first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.