Gladstone Institutional Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$433K Buy
4,638
+304
+7% +$30.4K 0.02% 570
2025
Q4
$443K Buy
4,334
+1,375
+46% +$140K 0.02% 520
2025
Q3
$304K Buy
+2,959
New +$292K 0.01% 639
2022
Q1
Sell
-3,542
Closed -$313K 722
2021
Q4
$313K Buy
+3,542
New +$308K 0.02% 467

Other funds holding FDIS

Gladstone Institutional Advisory's FDIS Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 7% in Q1 2026, buying an estimated $30.4K and bringing the position to 4,638 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #570.

Gladstone Institutional Advisory first reported a position in FDIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $443K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Gladstone Institutional Advisory held 4,638 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $433K as of Q1 2026.
  • Gladstone Institutional Advisory bought 304 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $30.4K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #570 holding.
  • Gladstone Institutional Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 4 quarters since.
  • Gladstone Institutional Advisory's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $443K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.