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

KDK Private 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	$1.5M	Sell	16,078 -11	-0.1%	-$1.1K	1.37%	16
2025 Q4	$1.64M	Sell	16,089 -167	-1%	-$17K	1.43%	15
2025 Q3	$1.67M	Sell	16,256 -77	-0.5%	-$7.61K	1.69%	13
2025 Q2	$1.54M	Sell	16,333 -170	-1%	-$15K	1.64%	13
2025 Q1	$1.39M	Sell	16,503 -109	-0.7%	-$10.3K	1.59%	12
2024 Q4	$1.62M	Buy	+16,612	New	+$1.56M	1.68%	13

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

KDK Private Wealth Management's FDIS Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 0.07% in Q1 2026, selling an estimated $1.1K and leaving 16,078 shares worth $1.5M. The position accounts for 1.37% of the portfolio, ranked #16.

KDK Private Wealth Management first reported a position in FDIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

KDK Private Wealth Management held 16,078 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.5M as of Q1 2026.
KDK Private Wealth Management sold 11 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $1.1K.
Fidelity MSCI Consumer Discretionary Index ETF made up 1.37% of KDK Private Wealth Management's portfolio in Q1 2026, its #16 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.67M in Q3 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.