FFA
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Farther Finance Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Farther Finance Advisors’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
Q3 		$545K Sell
5,755
-413
-7% -$41.5K ﹤0.01% 1519
2026
Q2 		$634K Sell
6,168
-139
-2% -$14K 0.01% 1380
2026
Q1 		$593K Sell
6,307
-327
-5% -$32.8K 0.01% 1281
2025
Q4 		$678K Sell
6,634
-1,216
-15% -$123K 0.01% 1126
2025
Q3 		$808K Sell
7,850
-499
-6% -$49.3K 0.01% 838
2025
Q2 		$785K Sell
8,349
-2,903
-26% -$256K 0.02% 698
2025
Q1 		$961K Buy
11,252
+81
+0.7% +$7.62K 0.02% 522
2024
Q4 		$1.09M Buy
11,171
+1,638
+17% +$154K 0.04% 346
2024
Q3 		$843K Buy
9,533
+9,521
+79,342% +$789K 0.03% 399
2024
Q2 		$972 Hold
12
– – ﹤0.01% 3085
2024
Q1 		$983 Hold
12
– – ﹤0.01% 2779
2023
Q4 		$947 Sell
12
-11
-48% -$795 ﹤0.01% 2760
2023
Q3 		$1.61K Hold
23
– – ﹤0.01% 1937
2023
Q2 		$1.69K Sell
23
-9
-28% -$601 ﹤0.01% 1817
2023
Q1 		$2.1K Buy
+32
New +$2.02K ﹤0.01% 1631

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's FDIS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 6.7% in Q3 2026, selling an estimated $41.5K and leaving 5,755 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Farther Finance Advisors first reported a position in FDIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2024. 16 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Farther Finance Advisors held 5,755 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $545K as of Q3 2026.
  • Farther Finance Advisors sold 413 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $41.5K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1519 holding.
  • Farther Finance Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.09M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.