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

Lifeworks 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 		$2.59M Buy
25,209
+943
+4% +$95.1K 0.27% 83
2026
Q1 		$2.26M Buy
24,266
+4,210
+21% +$422K 0.29% 87
2025
Q4 		$2.05M Sell
20,056
-3,607
-15% -$366K 0.27% 90
2025
Q3 		$2.43M Sell
23,663
-1,168
-5% -$115K 0.32% 80
2025
Q2 		$2.34M Sell
24,831
-1,120
-4% -$98.7K 0.35% 77
2025
Q1 		$2.19M Buy
25,951
+1,295
+5% +$122K 0.36% 73
2024
Q4 		$2.4M Buy
24,656
+5,279
+27% +$495K 0.43% 70
2024
Q3 		$1.71M Buy
19,377
+4,313
+29% +$357K 0.34% 86
2024
Q2 		$1.22M Sell
15,064
-1,389
-8% -$110K 0.34% 78
2024
Q1 		$1.36M Buy
16,453
+2,788
+20% +$221K 0.38% 75
2023
Q4 		$1.08M Sell
13,665
-6,840
-33% -$494K 0.37% 79
2023
Q3 		$1.43M Buy
20,505
+6,078
+42% +$447K 0.56% 55
2023
Q2 		$1.06M Sell
14,427
-372
-3% -$24.8K 0.45% 74
2023
Q1 		$969K Sell
14,799
-2,714
-15% -$171K 0.46% 78
2022
Q4 		$993K Buy
17,513
+486
+3% +$29.5K 0.56% 63
2022
Q3 		$1.06M Buy
17,027
+3,889
+30% +$260K 0.6% 58
2022
Q2 		$774K Buy
13,138
+2,382
+22% +$161K 0.49% 71
2022
Q1 		$851K Buy
10,756
+4,079
+61% +$322K 0.56% 62
2021
Q4 		$589K Buy
+6,677
New +$581K 0.47% 65

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

Lifeworks Advisors's FDIS Position: Q2 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3.9% in Q2 2026, buying an estimated $95.1K and bringing the position to 25,209 shares worth $2.59M. The position accounts for 0.27% of the portfolio, ranked #83.

Lifeworks Advisors first reported a position in FDIS in Q4 2021 and has held it in 19 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Lifeworks Advisors held 25,209 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.59M as of Q2 2026.
  • Lifeworks Advisors bought 943 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $95.1K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.27% of Lifeworks Advisors's portfolio in Q2 2026, its #83 holding.
  • Lifeworks Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.