Redwood Financial Network’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Redwood Financial Network’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	$803K	Buy	7,813 +1,689	+28%	+$170K	0.45%	66
2026 Q1	$571K	Buy	6,124 +905	+17%	+$90.6K	0.37%	75
2025 Q4	$533K	Buy	5,219 +762	+17%	+$77.4K	0.34%	89
2025 Q3	$458K	Buy	4,457 +1,843	+71%	+$182K	0.29%	106
2025 Q2	$246K	Buy	+2,614	New	+$230K	0.17%	145

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

Redwood Financial Network's FDIS Position: Q2 2026 in Review

Redwood Financial Network increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 28% in Q2 2026, buying an estimated $170K and bringing the position to 7,813 shares worth $803K. The position accounts for 0.45% of the portfolio, ranked #66.

Redwood Financial Network first reported a position in FDIS in Q2 2025 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Redwood Financial Network held 7,813 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $803K as of Q2 2026.
Redwood Financial Network bought 1,689 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $170K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.45% of Redwood Financial Network's portfolio in Q2 2026, its #66 holding.
Redwood Financial Network first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2025 and has held it in 5 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.