Newbridge Financial Services Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Newbridge Financial Services 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	$4.32K	Hold	42	–	–	﹤0.01%	986
2026 Q1	$3.92K	Hold	42	–	–	﹤0.01%	949
2025 Q4	$4.29K	Hold	42	–	–	﹤0.01%	918
2025 Q3	$4.32K	Hold	42	–	–	﹤0.01%	1047
2025 Q2	$3.95K	Hold	42	–	–	﹤0.01%	1057
2025 Q1	$3.55K	Sell	42 -100	-70%	-$9.4K	﹤0.01%	838
2024 Q4	$13.8K	Buy	+142	New	+$13.3K	﹤0.01%	675
2022 Q1	–	Sell	-164	Closed	-$14K	–	1474
2021 Q4	$14K	Hold	164	–	–	0.01%	833
2021 Q3	$13K	Hold	164	–	–	0.01%	796
2021 Q2	$13K	Hold	164	–	–	0.01%	902
2021 Q1	$13K	Buy	+164	New	+$12.3K	0.01%	812

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

Newbridge Financial Services Group's FDIS Position: Q2 2026 in Review

Newbridge Financial Services Group held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 42 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Newbridge Financial Services Group first reported a position in FDIS in Q1 2021 and has held it in 11 quarters since. The position peaked at $14K in Q4 2021. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Newbridge Financial Services Group held 42 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.32K as of Q2 2026.
Newbridge Financial Services Group left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #986 holding.
Newbridge Financial Services Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and has held it in 11 quarters since.
Newbridge Financial Services Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $14K in Q4 2021.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.