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

IHT 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 Q1	–	Sell	-4,620	Closed	-$472K	–	1282
2025 Q4	$472K	Sell	4,620 -71	-2%	-$7.21K	0.01%	789
2025 Q3	$483K	Buy	4,691 +127	+3%	+$12.6K	0.01%	752
2025 Q2	$429K	Buy	+4,564	New	+$402K	0.01%	753

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

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

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

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

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

FFS

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's FDIS Position: Q1 2026 in Review

IHT Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 4,620 shares — an estimated $472K sold.

IHT Wealth Management first reported a position in FDIS in Q2 2025 and held it in 3 quarters. The position peaked at $483K in Q3 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

IHT Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 4,620 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $472K.
IHT Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2025 and held it in 3 quarters.
IHT Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $483K in Q3 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.