GWM
FDIS icon

Gilpin Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Gilpin Wealth Management’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 		$2.46K Hold
26
– – ﹤0.01% 573
2026
Q2 		$2.67K Hold
26
– – ﹤0.01% 421
2026
Q1 		$2.42K Hold
26
– – ﹤0.01% 413
2025
Q4 		$2.66K Buy
+26
New +$2.64K ﹤0.01% 377

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gilpin Wealth Management's FDIS Position: Q3 2026 in Review

Gilpin Wealth Management held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q3 2026 at 26 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Gilpin Wealth Management first reported a position in FDIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.67K in Q2 2026. 16 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Gilpin Wealth Management held 26 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.46K as of Q3 2026.
  • Gilpin Wealth Management left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #573 holding.
  • Gilpin Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.67K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.