Q1WB
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Quest 10 Wealth Builders’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Quest 10 Wealth Builders’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 		$13.9K Buy
135
+34
+34% +$3.43K 0.01% 391
2026
Q1 		$9.42K Buy
+101
New +$10.1K 0.01% 454
2025
Q1 		– Sell
-88
Closed -$8.58K – 793
2024
Q4 		$8.58K Buy
+88
New +$8.25K 0.01% 414

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

Quest 10 Wealth Builders's FDIS Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 34% in Q2 2026, buying an estimated $3.43K and bringing the position to 135 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #391.

Quest 10 Wealth Builders first reported a position in FDIS in Q4 2024 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Quest 10 Wealth Builders held 135 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $13.9K as of Q2 2026.
  • Quest 10 Wealth Builders bought 34 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $3.43K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #391 holding.
  • Quest 10 Wealth Builders first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.