New York Life Investment Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

New York Life Investment 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	$3.56M	Buy	34,621 +16,830	+95%	+$1.7M	0.02%	432
2026 Q1	$1.66M	Buy	17,791 +11,675	+191%	+$1.17M	0.01%	575
2025 Q4	$625K	Buy	+6,116	New	+$621K	0.01%	692

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York Life Investment Management's FDIS Position: Q2 2026 in Review

New York Life Investment Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 95% in Q2 2026, buying an estimated $1.7M and bringing the position to 34,621 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #432.

New York Life Investment Management first reported a position in FDIS in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

New York Life Investment Management held 34,621 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.56M as of Q2 2026.
New York Life Investment Management bought 16,830 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $1.7M.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #432 holding.
New York Life Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.