Fischer Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Fischer Financial Services’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	$14.8M	Buy	144,384 +3,217	+2%	+$325K	3.73%	8
2026 Q1	$13.2M	Buy	141,167 +4,024	+3%	+$403K	4.43%	7
2025 Q4	$14M	Sell	137,143 -2,981	-2%	-$303K	3.71%	9
2025 Q3	$14.4M	Sell	140,124 -1,119	-0.8%	-$111K	3.88%	9
2025 Q2	$13.3M	Buy	141,243 +712	+0.5%	+$62.7K	3.91%	8
2025 Q1	$11.9M	Buy	140,531 +363	+0.3%	+$34.1K	3.83%	7
2024 Q4	$13.7M	Buy	+140,168	New	+$13.1M	4.3%	8

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fischer Financial Services's FDIS Position: Q2 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.3% in Q2 2026, buying an estimated $325K and bringing the position to 144,384 shares worth $14.8M. The position accounts for 3.73% of the portfolio, ranked #8.

Fischer Financial Services first reported a position in FDIS in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Fischer Financial Services held 144,384 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $14.8M as of Q2 2026.
Fischer Financial Services bought 3,217 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $325K.
Fidelity MSCI Consumer Discretionary Index ETF made up 3.73% of Fischer Financial Services's portfolio in Q2 2026, its #8 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 7 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.