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Duncker Streett & Co’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Duncker Streett & Co’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 		– Sell
-3
Closed -$280 – 532
2026
Q1 		$280 Hold
3
– – ﹤0.01% 517
2025
Q4 		$306 Hold
3
– – ﹤0.01% 516
2025
Q3 		$309 Buy
+3
New +$297 ﹤0.01% 522

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

Duncker Streett & Co's FDIS Position: Q2 2026 in Review

Duncker Streett & Co sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 3 shares — an estimated $280 sold.

Duncker Streett & Co first reported a position in FDIS in Q3 2025 and held it in 3 quarters. The position peaked at $309 in Q3 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Duncker Streett & Co reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
  • Duncker Streett & Co sold 3 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $280.
  • Duncker Streett & Co first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 3 quarters.
  • Duncker Streett & Co's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $309 in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.