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Regatta Research & Money Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Regatta Research & Money 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
Q2 		$23.6K Buy
+229
New +$23.1K 0.02% 388

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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's FDIS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 229 shares worth $23.6K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings.

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

  • Regatta Research & Money Management held 229 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $23.6K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #388 holding.
  • 187 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.