EPG Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

EPG Wealth Management’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	$4.58K	Buy	45 +1	+2%	+$101	﹤0.01%	303
2026 Q1	$4.14K	Hold	44	–	–	﹤0.01%	302
2025 Q4	$4.53K	Hold	44	–	–	﹤0.01%	297
2025 Q3	$4.55K	Hold	44	–	–	﹤0.01%	296
2025 Q2	$4.16K	Hold	44	–	–	﹤0.01%	292
2025 Q1	$3.73K	Hold	44	–	–	﹤0.01%	400
2024 Q4	$4.29K	Hold	44	–	–	﹤0.01%	402
2024 Q3	$3.89K	Buy	+44	New	+$3.65K	﹤0.01%	398
2024 Q2	–	Sell	-44	Closed	-$3.5K	–	422
2024 Q1	$3.63K	Hold	44	–	–	﹤0.01%	421
2023 Q4	$3.44K	Hold	44	–	–	﹤0.01%	403
2023 Q3	$3.07K	Hold	44	–	–	﹤0.01%	398
2023 Q2	$3.23K	Hold	44	–	–	﹤0.01%	390
2023 Q1	$2.88K	Hold	44	–	–	﹤0.01%	399
2022 Q4	$2.49K	Hold	44	–	–	﹤0.01%	363
2022 Q3	$3K	Buy	+44	New	+$2.94K	﹤0.01%	363
2022 Q2	–	Sell	-44	Closed	-$3K	–	258
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	378
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	378
2021 Q3	$4K	Buy	+44	New	+$3.61K	﹤0.01%	353

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

EPG Wealth Management's FDIS Position: Q2 2026 in Review

EPG Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.3% in Q2 2026, buying an estimated $101 and bringing the position to 45 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

EPG Wealth Management first reported a position in FDIS in Q3 2021 and has held it in 18 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

EPG Wealth Management held 45 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.58K as of Q2 2026.
EPG Wealth Management bought 1 Fidelity MSCI Consumer Discretionary Index ETF share in Q2 2026, an estimated $101.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #303 holding.
EPG Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and has held it in 18 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.