Lynch & Associates’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Lynch & Associates’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	$2.2M	Buy	21,395 +1,463	+7%	+$148K	0.38%	66
2026 Q1	$1.86M	Buy	19,932 +638	+3%	+$63.9K	0.35%	67
2025 Q4	$1.97M	Buy	19,294 +211	+1%	+$21.4K	0.37%	60
2025 Q3	$1.96M	Buy	19,083 +821	+4%	+$81.1K	0.38%	59
2025 Q2	$1.72M	Buy	18,262 +81	+0.4%	+$7.13K	0.35%	65
2025 Q1	$1.54M	Buy	18,181 +317	+2%	+$29.8K	0.33%	66
2024 Q4	$1.74M	Sell	17,864 -554	-3%	-$51.9K	0.38%	61
2024 Q3	$1.63M	Buy	18,418 +944	+5%	+$78.2K	0.34%	64
2024 Q2	$1.42M	Buy	17,474 +538	+3%	+$42.7K	0.32%	67
2024 Q1	$1.4M	Buy	16,936 +1,300	+8%	+$103K	0.32%	65
2023 Q4	$1.23M	Buy	15,636 +1,702	+12%	+$123K	0.3%	66
2023 Q3	$973K	Buy	13,934 +632	+5%	+$46.4K	0.26%	67
2023 Q2	$975K	Buy	13,302 +950	+8%	+$63.4K	0.25%	64
2023 Q1	$809K	Sell	12,352 -772	-6%	-$48.7K	0.21%	66
2022 Q4	$744K	Buy	13,124 +399	+3%	+$24.2K	0.19%	70
2022 Q3	$774K	Buy	12,725 +759	+6%	+$50.8K	0.23%	68
2022 Q2	$705K	Buy	11,966 +4	+0%	+$270	0.19%	68
2022 Q1	$946K	Buy	11,962 +312	+3%	+$24.6K	0.23%	66
2021 Q4	$1.03M	Sell	11,650 -1,015	-8%	-$88.3K	0.24%	66
2021 Q3	$1.02M	Sell	12,665 -1,032	-8%	-$84.6K	0.26%	66
2021 Q2	$1.11M	Sell	13,697 -21	-0.2%	-$1.66K	0.29%	66
2021 Q1	$1.05M	Sell	13,718 -282	-2%	-$21.2K	0.28%	65
2020 Q4	$1M	Sell	14,000 -194	-1%	-$12.9K	0.27%	65
2020 Q3	$880K	Sell	14,194 -58	-0.4%	-$3.45K	0.26%	63
2020 Q2	$742K	Sell	14,252 -181	-1%	-$8.45K	0.24%	66
2020 Q1	$545K	Sell	14,433 -896	-6%	-$41.1K	0.2%	70
2019 Q4	$740K	Sell	15,329 -751	-5%	-$35K	0.21%	69
2019 Q3	$736K	Buy	16,080 +730	+5%	+$33.6K	0.23%	65
2019 Q2	$702K	Buy	15,350 +1,104	+8%	+$49.7K	0.23%	66
2019 Q1	$625K	Sell	14,246 -231	-2%	-$9.7K	0.21%	68
2018 Q4	$555K	Buy	14,477 +325	+2%	+$13.4K	0.21%	68
2018 Q3	$644K	Sell	14,152 -155	-1%	-$6.87K	0.22%	70
2018 Q2	$613K	Buy	14,307 +2,196	+18%	+$91K	0.22%	68
2018 Q1	$482K	Buy	12,111 +1,589	+15%	+$65.2K	0.18%	75
2017 Q4	$412K	Buy	10,522 +43	+0.4%	+$1.6K	0.15%	75
2017 Q3	$376K	Sell	10,479 -104	-1%	-$3.7K	0.15%	76
2017 Q2	$376K	Buy	10,583 +87	+0.8%	+$3.07K	0.15%	80
2017 Q1	$364K	Buy	10,496 +236	+2%	+$7.96K	0.15%	81
2016 Q4	$330K	Buy	10,260 +242	+2%	+$7.7K	0.14%	85
2016 Q3	$315K	Buy	10,018 +1,405	+16%	+$44.4K	0.14%	89
2016 Q2	$262K	Buy	8,613 +979	+13%	+$30.1K	0.12%	94
2016 Q1	$237K	Buy	7,634 +236	+3%	+$6.88K	0.11%	97
2015 Q4	$227K	Buy	7,398 +540	+8%	+$16.8K	0.12%	100
2015 Q3	$202K	Buy	6,858 +261	+4%	+$8.03K	0.11%	99
2015 Q2	$204K	Buy	+6,597	New	+$204K	0.11%	101

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

Lynch & Associates's FDIS Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 7.3% in Q2 2026, buying an estimated $148K and bringing the position to 21,395 shares worth $2.2M. The position accounts for 0.38% of the portfolio, ranked #66.

Lynch & Associates first reported a position in FDIS in Q2 2015 and has held it in 45 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Lynch & Associates held 21,395 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.2M as of Q2 2026.
Lynch & Associates bought 1,463 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $148K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.38% of Lynch & Associates's portfolio in Q2 2026, its #66 holding.
Lynch & Associates first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2015 and has held it in 45 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.