HighTower Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

HighTower Advisors’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 Q2	$1.05M	Sell	10,211 -7,815	-43%	-$788K	﹤0.01%	2210
2026 Q1	$1.68M	Sell	18,026 -53,126	-75%	-$5.32M	﹤0.01%	1824
2025 Q4	$7.27M	Sell	71,152 -11,020	-13%	-$1.12M	0.01%	1005
2025 Q3	$8.45M	Sell	82,172 -1,781	-2%	-$176K	0.01%	920
2025 Q2	$7.9M	Buy	83,953 +43,776	+109%	+$3.86M	0.01%	901
2025 Q1	$3.4M	Sell	40,177 -2,961	-7%	-$278K	﹤0.01%	1235
2024 Q4	$4.2M	Sell	43,138 -396	-0.9%	-$37.1K	0.01%	1120
2024 Q3	$3.85M	Sell	43,534 -1,439	-3%	-$119K	0.01%	1156
2024 Q2	$3.63M	Sell	44,973 -38,375	-46%	-$3.05M	0.01%	1138
2024 Q1	$6.83M	Sell	83,348 -7,171	-8%	-$568K	0.01%	836
2023 Q4	$7.14M	Buy	90,519 +132	+0.1%	+$9.54K	0.01%	819
2023 Q3	$6.29M	Buy	90,387 +698	+0.8%	+$51.3K	0.01%	828
2023 Q2	$6.58M	Buy	89,689 +30,745	+52%	+$2.05M	0.01%	795
2023 Q1	$3.86M	Sell	58,944 -993	-2%	-$62.6K	0.01%	967
2022 Q4	$3.4M	Sell	59,937 -3,608	-6%	-$219K	0.01%	1006
2022 Q3	$3.87M	Sell	63,545 -9,832	-13%	-$658K	0.01%	907
2022 Q2	$4.33M	Sell	73,377 -3,607	-5%	-$244K	0.01%	887
2022 Q1	$6.1M	Sell	76,984 -4,124	-5%	-$325K	0.01%	791
2021 Q4	$7.16M	Buy	81,108 +53,201	+191%	+$4.63M	0.02%	737
2021 Q3	$2.24M	Sell	27,907 -257	-0.9%	-$21.1K	0.01%	1194
2021 Q2	$2.28M	Sell	28,164 -416	-1%	-$32.9K	0.01%	1155
2021 Q1	$2.19M	Buy	28,580 +5,746	+25%	+$432K	0.01%	1087
2020 Q4	$1.64M	Buy	22,834 +459	+2%	+$30.5K	0.01%	997
2020 Q3	$1.39M	Buy	22,375 +10,242	+84%	+$609K	0.01%	1048
2020 Q2	$627K	Buy	12,133 +4,164	+52%	+$194K	﹤0.01%	1347
2020 Q1	$297K	Sell	7,969 -6,285	-44%	-$288K	﹤0.01%	1577
2019 Q4	$682K	Buy	14,254 +334	+2%	+$15.5K	﹤0.01%	1302
2019 Q3	$640K	Sell	13,920 -363	-3%	-$16.7K	﹤0.01%	1388
2019 Q2	$656K	Buy	14,283 +4,549	+47%	+$205K	﹤0.01%	1385
2019 Q1	$421K	Buy	9,734 +3,581	+58%	+$150K	﹤0.01%	1544
2018 Q4	$231K	Sell	6,153 -10,322	-63%	-$426K	﹤0.01%	1748
2018 Q3	$754K	Buy	16,475 +1,979	+14%	+$87.8K	0.01%	1259
2018 Q2	$618K	Buy	14,496 +9,108	+169%	+$377K	﹤0.01%	1348
2018 Q1	$211K	Buy	+5,388	New	+$221K	﹤0.01%	1849

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KAS

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

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

HighTower Advisors's FDIS Position: Q2 2026 in Review

HighTower Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 43% in Q2 2026, selling an estimated $788K and leaving 10,211 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

HighTower Advisors first reported a position in FDIS in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.45M in Q3 2025. 137 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

HighTower Advisors held 10,211 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.05M as of Q2 2026.
HighTower Advisors sold 7,815 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $788K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2210 holding.
HighTower Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and has held it in 34 quarters since.
HighTower Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8.45M in Q3 2025.
137 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.