Larson Financial Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Larson Financial Group’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	$78	Buy	+1	New	+$101	﹤0.01%	3661
2025 Q4	–	Sell	-321	Closed	-$33K	–	3526
2025 Q3	$33K	Buy	+321	New	+$31.7K	﹤0.01%	1365
2024 Q4	–	Sell	-590	Closed	-$52.2K	–	2818
2024 Q3	$52.2K	Buy	+590	New	+$48.9K	﹤0.01%	900
2024 Q1	–	Sell	-36	Closed	-$2.84K	–	1825
2023 Q4	$2.84K	Buy	+36	New	+$2.6K	﹤0.01%	1305
2023 Q1	–	Sell	-2,000	Closed	-$113K	–	1563
2022 Q4	$113K	Buy	+2,000	New	+$121K	0.01%	385

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

Larson Financial Group's FDIS Position: Q2 2026 in Review

Larson Financial Group opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 1 share worth $78. The stake represents ﹤0.01% of the portfolio and ranks #3661 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FDIS as recently as Q3 2025.

Larson Financial Group first reported a position in FDIS in Q4 2022 and has held it in 5 quarters since. The position peaked at $113K in Q4 2022. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Larson Financial Group held 1 share of Fidelity MSCI Consumer Discretionary Index ETF worth $78 as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Larson Financial Group position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3661 holding.
Larson Financial Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and has held it in 5 quarters since.
Larson Financial Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $113K in Q4 2022.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.