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

Evoke Wealth’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	$251K	Sell	2,688 -2,377	-47%	-$238K	﹤0.01%	596
2025 Q4	$517K	Buy	5,065 +2,688	+113%	+$273K	0.01%	381
2025 Q3	$245K	Hold	2,377	–	–	0.01%	554
2025 Q2	$224K	Buy	+2,377	New	+$209K	0.01%	537

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth's FDIS Position: Q1 2026 in Review

Evoke Wealth reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 47% in Q1 2026, selling an estimated $238K and leaving 2,688 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Evoke Wealth first reported a position in FDIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $517K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Evoke Wealth held 2,688 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $251K as of Q1 2026.
Evoke Wealth sold 2,377 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $238K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #596 holding.
Evoke Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2025 and has held it in 4 quarters since.
Evoke Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $517K in Q4 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.