Global Retirement Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Global Retirement Partners’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
2025 Q4	$166K	Buy	1,628 +18	+1%	+$1.83K	﹤0.01%	1584
2025 Q3	$166K	Buy	1,610 +28	+2%	+$2.77K	﹤0.01%	1276
2025 Q2	$149K	Buy	+1,582	New	+$139K	﹤0.01%	1232
2024 Q4	$166K	Buy	1,701 +1,575	+1,250%	+$148K	﹤0.01%	1035
2024 Q3	$11.1K	Hold	126	–	–	﹤0.01%	2251
2024 Q2	$10.2K	Hold	126	–	–	﹤0.01%	2315
2024 Q1	$10.4K	Hold	126	–	–	﹤0.01%	2111
2023 Q4	$9.67K	Buy	+126	New	+$9.1K	﹤0.01%	2079
2023 Q3	–	Sell	-681	Closed	-$50K	–	3284
2023 Q2	$50K	Hold	681	–	–	﹤0.01%	1279
2023 Q1	$43.5K	Buy	+681	New	+$42.9K	﹤0.01%	1302
2019 Q4	–	Sell	-6,081	Closed	-$278K	–	1643
2019 Q3	$278K	Sell	6,081 -199	-3%	-$9.16K	0.05%	309
2019 Q2	$287K	Sell	6,280 -1,066	-15%	-$48K	0.06%	281
2019 Q1	$322K	Sell	7,346 -4,800	-40%	-$202K	0.08%	217
2018 Q4	$465K	Sell	12,146 -3,401	-22%	-$140K	0.12%	170
2018 Q3	$707K	Sell	15,547 -841	-5%	-$37.3K	0.16%	123
2018 Q2	$702K	Sell	16,388 -12,911	-44%	-$535K	0.18%	116
2018 Q1	$1.17M	Buy	29,299 +1,716	+6%	+$70.4K	0.32%	65
2017 Q4	$1.08M	Buy	27,583 +7,364	+36%	+$275K	0.3%	64
2017 Q3	$725K	Buy	20,219 +8,437	+72%	+$300K	0.3%	71
2017 Q2	$418K	Sell	11,782 -1,598	-12%	-$56.4K	0.2%	114
2017 Q1	$464K	Buy	+13,380	New	+$451K	0.26%	91

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 $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's FDIS Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.1% in Q4 2025, buying an estimated $1.83K and bringing the position to 1,628 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Global Retirement Partners first reported a position in FDIS in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.17M in Q1 2018. 247 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

Global Retirement Partners held 1,628 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $166K as of Q4 2025.
Global Retirement Partners bought 18 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $1.83K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1584 holding.
Global Retirement Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2017 and has held it in 21 quarters since.
Global Retirement Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.17M in Q1 2018.
247 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.