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

JFS Wealth 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	$11.5K	Buy	+112	New	+$11.3K	﹤0.01%	959
2019 Q3	–	Sell	-1,395	Closed	-$64K	–	522
2019 Q2	$64K	Buy	+1,395	New	+$62.8K	0.02%	224

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 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

JFS Wealth Advisors's FDIS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 112 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FDIS as recently as Q2 2019.

JFS Wealth Advisors first reported a position in FDIS in Q2 2019 and has held it in 2 quarters since. The position peaked at $64K in Q2 2019. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

JFS Wealth Advisors held 112 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $11.5K as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new JFS Wealth Advisors position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #959 holding.
JFS Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and has held it in 2 quarters since.
JFS Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $64K in Q2 2019.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.