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

NewEdge 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 		$745K Sell
7,246
-2,416
-25% -$244K ﹤0.01% 1865
2026
Q1 		$901K Sell
9,662
-3,528
-27% -$353K ﹤0.01% 1560
2025
Q4 		$1.35M Sell
13,190
-1,387
-10% -$141K ﹤0.01% 1301
2025
Q3 		$1.5M Sell
14,577
-623
-4% -$61.6K 0.01% 1162
2025
Q2 		$1.43M Sell
15,200
-1,574
-9% -$139K 0.01% 1093
2025
Q1 		$1.42M Sell
16,774
-4,439
-21% -$417K 0.01% 1008
2024
Q4 		$2.07M Sell
21,213
-2,693
-11% -$252K 0.01% 818
2024
Q3 		$2.11M Sell
23,906
-943
-4% -$78.1K 0.01% 766
2024
Q2 		$2.01M Buy
24,849
+15,163
+157% +$1.2M 0.01% 750
2024
Q1 		$799K Sell
9,686
-160
-2% -$12.7K 0.01% 1111
2023
Q4 		$777K Sell
9,846
-1,006
-9% -$72.7K 0.01% 1061
2023
Q3 		$758K Sell
10,852
-3,123
-22% -$229K 0.01% 985
2023
Q2 		$1.02M Sell
13,975
-364
-3% -$24.3K 0.01% 855
2023
Q1 		$931K Buy
14,339
+4,174
+41% +$263K 0.01% 805
2022
Q4 		$425K Buy
10,165
+3,471
+52% +$211K 0.01% 851
2022
Q3 		$407K Sell
6,694
-2,885
-30% -$193K 0.01% 1063
2022
Q2 		$564K Sell
9,579
-2,723
-22% -$184K 0.01% 930
2022
Q1 		$973K Sell
12,302
-4,134
-25% -$326K 0.02% 651
2021
Q4 		$1.45M Buy
+16,436
New +$1.43M 0.02% 566
2021
Q3 		– Sell
-8,823
Closed -$715K – 1166
2021
Q2 		$715K Sell
8,823
-811
-8% -$64.2K 0.02% 620
2021
Q1 		$735K Sell
9,634
-2,561
-21% -$192K 0.02% 548
2020
Q4 		$872K Buy
12,195
+6,354
+109% +$422K 0.03% 447
2020
Q3 		$362K Buy
+5,841
New +$348K 0.01% 662

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

NewEdge Advisors's FDIS Position: Q2 2026 in Review

NewEdge Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 25% in Q2 2026, selling an estimated $244K and leaving 7,246 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

NewEdge Advisors first reported a position in FDIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q3 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • NewEdge Advisors held 7,246 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $745K as of Q2 2026.
  • NewEdge Advisors sold 2,416 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $244K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1865 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.11M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.