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 Q3	$4.27K	Sell	45 -67	-60%	-$6.74K	﹤0.01%	1307
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 $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JFS Wealth Advisors's FDIS Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 60% in Q3 2026, selling an estimated $6.74K and leaving 45 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

JFS Wealth Advisors first reported a position in FDIS in Q2 2019 and has held it in 3 quarters since. The position peaked at $64K in Q2 2019. 157 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

JFS Wealth Advisors held 45 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.27K as of Q3 2026.
JFS Wealth Advisors sold 67 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $6.74K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1307 holding.
JFS Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and has held it in 3 quarters since.
JFS Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $64K in Q2 2019.
157 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.