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

Kingswood 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 		$306K Buy
+2,979
New +$301K 0.01% 765

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

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

Kingswood Wealth Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 2,979 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings.

237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Kingswood Wealth Advisors held 2,979 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $306K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #765 holding.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.