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Maltin Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Maltin Wealth 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 		$3.43M Sell
33,386
-386
-1% -$38.9K 1.15% 34
2026
Q1 		$3.15M Sell
33,772
-1,174
-3% -$118K 1.2% 32
2025
Q4 		$3.57M Buy
34,946
+518
+2% +$52.6K 1.42% 24
2025
Q3 		$3.54M Buy
34,428
+287
+0.8% +$28.4K 1.47% 25
2025
Q2 		$3.21M Buy
34,141
+959
+3% +$84.5K 1.45% 26
2025
Q1 		$2.8M Buy
33,182
+1,989
+6% +$187K 1.32% 24
2024
Q4 		$3.04M Sell
31,193
-92
-0.3% -$8.62K 1.49% 22
2024
Q3 		$2.77M Buy
31,285
+698
+2% +$57.8K 1.35% 23
2024
Q2 		$2.48M Buy
30,587
+781
+3% +$62.1K 1.33% 25
2024
Q1 		$2.46M Buy
29,806
+997
+3% +$78.9K 1.38% 21
2023
Q4 		$2.27M Sell
28,809
-282
-1% -$20.4K 1.45% 19
2023
Q3 		$2.03M Buy
29,091
+293
+1% +$21.5K 1.42% 20
2023
Q2 		$2.11M Buy
28,798
+47
+0.2% +$3.14K 1.49% 20
2023
Q1 		$1.88M Sell
28,751
-1,698
-6% -$107K 1.36% 25
2022
Q4 		$1.73M Buy
30,449
+871
+3% +$52.8K 1.26% 29
2022
Q3 		$1.8M Buy
29,578
+1,359
+5% +$90.9K 1.42% 22
2022
Q2 		$1.66M Buy
28,219
+1,060
+4% +$71.7K 1.2% 26
2022
Q1 		$2.15M Buy
27,159
+299
+1% +$23.6K 1.42% 20
2021
Q4 		$2.37M Sell
26,860
-4,242
-14% -$369K 1.43% 20
2021
Q3 		$2.5M Sell
31,102
-479
-2% -$39.3K 1.53% 20
2021
Q2 		$2.56M Buy
31,581
+1,005
+3% +$79.6K 1.56% 19
2021
Q1 		$2.33M Sell
30,576
-220
-0.7% -$16.5K 1.51% 16
2020
Q4 		$2.2M Sell
30,796
-2,699
-8% -$179K 1.54% 16
2020
Q3 		$2.08M Sell
33,495
-5,088
-13% -$303K 1.48% 17
2020
Q2 		$2.01M Sell
38,583
-18,657
-33% -$870K 1.52% 18
2020
Q1 		$2.16M Sell
57,240
-3,851
-6% -$177K 1.84% 19
2019
Q4 		$2.95M Buy
+61,091
New +$2.84M 1.91% 14

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

Maltin Wealth Management's FDIS Position: Q2 2026 in Review

Maltin Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.1% in Q2 2026, selling an estimated $38.9K and leaving 33,386 shares worth $3.43M. The position accounts for 1.15% of the portfolio, ranked #34.

Maltin Wealth Management first reported a position in FDIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.57M in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Maltin Wealth Management held 33,386 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.43M as of Q2 2026.
  • Maltin Wealth Management sold 386 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $38.9K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 1.15% of Maltin Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Maltin Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Maltin Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.57M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.