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Financial Partners Group (Kansas)’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Financial Partners Group (Kansas)’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
2025
Q2 		– Sell
-2,761
Closed -$233K – 206
2025
Q1 		$233K Sell
2,761
-151
-5% -$14.2K 0.04% 170
2024
Q4 		$284K Sell
2,912
-141
-5% -$13.2K 0.04% 144
2024
Q3 		$270K Buy
3,053
+5
+0.2% +$414 0.04% 157
2024
Q2 		$247K Sell
3,048
-1,086
-26% -$86.3K 0.04% 155
2024
Q1 		$341K Buy
+4,134
New +$327K 0.05% 130
2022
Q2 		– Sell
-4,405
Closed -$348K – 156
2022
Q1 		$348K Buy
4,405
+620
+16% +$48.9K 0.08% 122
2021
Q4 		$301K Buy
3,785
+926
+32% +$80.6K 0.07% 133
2021
Q3 		$230K Buy
+2,859
New +$234K 0.05% 148
2019
Q1 		– Sell
-25,936
Closed -$994K – 76
2018
Q4 		$994K Sell
25,936
-5,946
-19% -$245K 0.65% 30
2018
Q3 		$1.45M Buy
31,882
+17,504
+122% +$776K 0.95% 23
2018
Q2 		$616K Sell
14,378
-334
-2% -$13.8K 0.45% 42
2018
Q1 		$584K Buy
+14,712
New +$603K 0.46% 45

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDIS Position: Q2 2025 in Review

Financial Partners Group (Kansas) sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 2,761 shares — an estimated $233K sold.

Financial Partners Group (Kansas) first reported a position in FDIS in Q1 2018 and held it in 12 quarters. The position peaked at $1.45M in Q3 2018. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Financial Partners Group (Kansas) reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 2,761 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $233K.
  • Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and held it in 12 quarters.
  • Financial Partners Group (Kansas)'s Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.45M in Q3 2018.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2025, filed 15 Jul 2025.