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 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

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

DecisionPoint Financial's FDIS Position: Q2 2026 in Review

DecisionPoint Financial held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 16 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

DecisionPoint Financial first reported a position in FDIS in Q3 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

DecisionPoint Financial held 16 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.66K as of Q2 2026.
DecisionPoint Financial left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #342 holding.
DecisionPoint Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 4 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.