Raleigh Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Raleigh Capital 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	–	Hold	0	–	–	–	520
2026 Q1	–	Hold	0	–	–	–	693
2025 Q4	–	Hold	0	–	–	–	493
2025 Q3	–	Hold	0	–	–	–	457
2024 Q1	–	Sell	-41	Closed	-$3.24K	–	1031
2023 Q4	$3.24K	Buy	+41	New	+$2.96K	﹤0.01%	810

Other funds holding FDIS

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Raleigh Capital Management's FDIS Position: Q2 2026 in Review

Raleigh Capital Management held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 0 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Raleigh Capital Management first reported a position in FDIS in Q4 2023 and has held it in 1 quarter since. The position peaked at $3.24K in Q4 2023. 61 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Raleigh Capital Management held 0 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $39 as of Q2 2026.
Raleigh Capital Management 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 Raleigh Capital Management's portfolio in Q2 2026, its #520 holding.
Raleigh Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and has held it in 1 quarter since.
Raleigh Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.24K in Q4 2023.
61 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.