Decker Retirement Planning’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Decker Retirement Planning’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	$37.4K	Hold	364	–	–	0.01%	132
2026 Q1	$33.9K	Hold	364	–	–	0.02%	113
2025 Q4	$37.2K	Hold	364	–	–	0.02%	102
2025 Q3	$37.4K	Hold	364	–	–	0.02%	108
2025 Q2	$34.2K	Hold	364	–	–	0.02%	95
2025 Q1	$30.8K	Hold	364	–	–	0.02%	75
2024 Q4	$35.5K	Buy	+364	New	+$34.1K	0.02%	143

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

Decker Retirement Planning's FDIS Position: Q2 2026 in Review

Decker Retirement Planning held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 364 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #132.

Decker Retirement Planning first reported a position in FDIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Decker Retirement Planning held 364 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $37.4K as of Q2 2026.
Decker Retirement Planning 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 Decker Retirement Planning's portfolio in Q2 2026, its #132 holding.
Decker Retirement Planning first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 7 quarters since.
Decker Retirement Planning's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $37.4K in Q3 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.