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

Maxele 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	$2.43M	Buy	+23,632	New	+$2.38M	1.7%	18
2025 Q4	$2.44M	Sell	23,902 -614	-3%	-$62.3K	1.98%	15
2025 Q3	$2.52M	Sell	24,516 -633	-3%	-$62.6K	2.18%	15
2025 Q2	$2.37M	Sell	25,149 -2,370	-9%	-$209K	2.06%	14
2025 Q1	$2.33M	Sell	27,519 -178	-0.6%	-$16.7K	2.25%	13
2024 Q4	$2.7M	Buy	+27,697	New	+$2.6M	2.58%	11
2022 Q3	$1.5M	Sell	24,584 -224	-0.9%	-$15K	2.51%	11
2022 Q2	$1.46M	Sell	24,808 -3,167	-11%	-$214K	2.29%	11
2022 Q1	$2.21M	Sell	27,975 -2,908	-9%	-$229K	2.75%	10
2021 Q4	$2.73M	Buy	+30,883	New	+$2.69M	3.15%	8

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

Maxele Advisors's FDIS Position: Q2 2026 in Review

Maxele Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 23,632 shares worth $2.43M. The stake represents 1.7% of the portfolio and ranks #18 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in FDIS as recently as Q4 2025.

Maxele Advisors first reported a position in FDIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2021. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Maxele Advisors held 23,632 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $2.43M as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Maxele Advisors position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 1.7% of Maxele Advisors's portfolio in Q2 2026, its #18 holding.
Maxele Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.73M in Q4 2021.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.