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 Q3	$14.1M	Buy	148,671 +4,287	+3%	+$431K	3.47%	10
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Fischer Financial Services's FDIS Position: Q3 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3% in Q3 2026, buying an estimated $431K and bringing the position to 148,671 shares worth $14.1M. The position accounts for 3.47% of the portfolio, ranked #10.

Fischer Financial Services first reported a position in FDIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.8M in Q2 2026. 99 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Fischer Financial Services held 148,671 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $14.1M as of Q3 2026.
Fischer Financial Services bought 4,287 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $431K.
Fidelity MSCI Consumer Discretionary Index ETF made up 3.47% of Fischer Financial Services's portfolio in Q3 2026, its #10 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $14.8M in Q2 2026.
99 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.