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Mount Yale Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Mount Yale Investment 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
Q1 		– Sell
-7,559
Closed -$772K – 1106
2025
Q4 		$772K Sell
7,559
-108
-1% -$11K 0.04% 366
2025
Q3 		$789K Buy
+7,667
New +$758K 0.05% 325

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mount Yale Investment Advisors's FDIS Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 7,559 shares — an estimated $772K sold.

Mount Yale Investment Advisors first reported a position in FDIS in Q3 2025 and held it in 2 quarters. The position peaked at $789K in Q3 2025. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,559 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $772K.
  • Mount Yale Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $789K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.