MFG
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Merit Financial Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Merit Financial Group’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 		$386K Sell
3,755
-97
-3% -$9.79K ﹤0.01% 1658
2026
Q1 		$359K Buy
+3,852
New +$386K ﹤0.01% 1561

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Merit Financial Group's FDIS Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.5% in Q2 2026, selling an estimated $9.79K and leaving 3,755 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Merit Financial Group first reported a position in FDIS in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Merit Financial Group held 3,755 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $386K as of Q2 2026.
  • Merit Financial Group sold 97 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $9.79K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1658 holding.
  • Merit Financial Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.