Hoey Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Hoey Investments’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	$8.54K	Hold	83	–	–	﹤0.01%	275
2026 Q1	$7.74K	Hold	83	–	–	﹤0.01%	267
2025 Q4	$8.48K	Hold	83	–	–	﹤0.01%	263
2025 Q3	$8.54K	Hold	83	–	–	﹤0.01%	263
2025 Q2	$7.81K	Hold	83	–	–	﹤0.01%	253
2025 Q1	$7.01K	Hold	83	–	–	﹤0.01%	228
2024 Q4	$8.09K	Hold	83	–	–	﹤0.01%	220
2024 Q3	$6.72K	Hold	83	–	–	﹤0.01%	230
2024 Q2	$6.72K	Hold	83	–	–	﹤0.01%	230
2024 Q1	$6.85K	Hold	83	–	–	﹤0.01%	223
2023 Q4	$6.55K	Hold	83	–	–	﹤0.01%	232
2023 Q3	$5.8K	Hold	83	–	–	﹤0.01%	240
2023 Q2	$6.09K	Hold	83	–	–	﹤0.01%	237
2023 Q1	$5.43K	Hold	83	–	–	﹤0.01%	245
2022 Q4	$4.7K	Hold	83	–	–	﹤0.01%	242
2022 Q3	$5K	Hold	83	–	–	﹤0.01%	260
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	212
2022 Q1	$7K	Hold	83	–	–	﹤0.01%	184
2021 Q4	$7K	Buy	83 +8	+11%	+$696	﹤0.01%	191
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	185
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	189
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	194
2020 Q4	$5K	Buy	+75	New	+$4.98K	﹤0.01%	160

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

Hoey Investments's FDIS Position: Q2 2026 in Review

Hoey Investments held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 83 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Hoey Investments first reported a position in FDIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.54K in Q3 2025. 137 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Hoey Investments held 83 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $8.54K as of Q2 2026.
Hoey Investments left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #275 holding.
Hoey Investments first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and has held it in 23 quarters since.
Hoey Investments's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8.54K in Q3 2025.
137 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.