IFA
FDIS icon

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

Independence Financial 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
Q3 		$12.5M Buy
131,483
+8,027
+7% +$807K 3.13% 14
2026
Q2 		$12.7M Buy
123,456
+55,320
+81% +$5.58M 3.29% 13
2026
Q1 		$6.35M Buy
68,136
+6,297
+10% +$631K 1.91% 20
2025
Q4 		$6.32M Buy
61,839
+2,342
+4% +$238K 1.74% 21
2025
Q3 		$6.12M Buy
59,497
+903
+2% +$89.2K 1.86% 20
2025
Q2 		$5.51M Buy
+58,594
New +$5.16M 2.14% 18

Other funds holding FDIS

YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Independence Financial Advisors's FDIS Position: Q3 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 6.5% in Q3 2026, buying an estimated $807K and bringing the position to 131,483 shares worth $12.5M. The position accounts for 3.13% of the portfolio, ranked #14.

Independence Financial Advisors first reported a position in FDIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.7M in Q2 2026. 30 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Independence Financial Advisors held 131,483 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $12.5M as of Q3 2026.
  • Independence Financial Advisors bought 8,027 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $807K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 3.13% of Independence Financial Advisors's portfolio in Q3 2026, its #14 holding.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2025 and has held it in 6 quarters since.
  • Independence Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $12.7M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.