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 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 $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 $21.5B AUM 26.98% 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 $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fischer Financial Services's FDIS Position: Q1 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.9% in Q1 2026, buying an estimated $403K and bringing the position to 141,167 shares worth $13.2M. The position accounts for 4.43% of the portfolio, ranked #7.

Fischer Financial Services first reported a position in FDIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4M in Q3 2025. 225 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Fischer Financial Services held 141,167 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $13.2M as of Q1 2026.
Fischer Financial Services bought 4,024 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $403K.
Fidelity MSCI Consumer Discretionary Index ETF made up 4.43% of Fischer Financial Services's portfolio in Q1 2026, its #7 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $14.4M in Q3 2025.
225 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.