DecisionPoint Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

DecisionPoint Financial’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	$1.52K	Hold	16	–	–	﹤0.01%	447
2026 Q2	$1.66K	Hold	16	–	–	﹤0.01%	342
2026 Q1	$1.49K	Hold	16	–	–	﹤0.01%	305
2025 Q4	$1.64K	Hold	16	–	–	﹤0.01%	352
2025 Q3	$1.66K	Buy	+16	New	+$1.58K	﹤0.01%	258

Other funds holding FDIS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

DecisionPoint Financial's FDIS Position: Q3 2026 in Review

DecisionPoint Financial held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q3 2026 at 16 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

DecisionPoint Financial first reported a position in FDIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.66K in Q2 2026. 80 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

DecisionPoint Financial held 16 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.52K as of Q3 2026.
DecisionPoint Financial left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #447 holding.
DecisionPoint Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 5 quarters since.
DecisionPoint Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.66K in Q2 2026.
80 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.