DF
FDIS icon

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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DecisionPoint Financial's FDIS Position: Q1 2026 in Review

DecisionPoint Financial held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2026 at 16 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

DecisionPoint Financial first reported a position in FDIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66K in Q3 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • DecisionPoint Financial held 16 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.49K as of Q1 2026.
  • DecisionPoint Financial left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #305 holding.
  • DecisionPoint Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 3 quarters since.
  • DecisionPoint Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.66K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.