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

Regal Investment 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	$668K	Sell	6,500 -1,196	-16%	-$121K	0.03%	405
2026 Q1	$718K	Sell	7,696 -1,905	-20%	-$191K	0.04%	366
2025 Q4	$981K	Sell	9,601 -2,983	-24%	-$303K	0.06%	285
2025 Q3	$1.29M	Sell	12,584 -5,788	-32%	-$572K	0.08%	223
2025 Q2	$1.73M	Buy	18,372 +1,132	+7%	+$99.7K	0.13%	171
2025 Q1	$1.46M	Buy	17,240 +873	+5%	+$82.1K	0.12%	177
2024 Q4	$1.6M	Buy	16,367 +1,777	+12%	+$167K	0.12%	183
2024 Q3	$1.29M	Buy	14,590 +2,821	+24%	+$234K	0.09%	216
2024 Q2	$953K	Buy	11,769 +1,832	+18%	+$146K	0.06%	260
2024 Q1	$820K	Buy	9,937 +2,290	+30%	+$181K	0.06%	271
2023 Q4	$604K	Sell	7,647 -870	-10%	-$62.9K	0.05%	293
2023 Q3	$595K	Buy	+8,517	New	+$626K	0.05%	266
2015 Q4	–	Sell	-939	Closed	-$27K	–	473
2015 Q3	$27K	Buy	939 +80	+9%	+$2.46K	0.01%	511
2015 Q2	$26K	Buy	+859	New	+$26.5K	0.01%	516

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

Regal Investment Advisors's FDIS Position: Q2 2026 in Review

Regal Investment Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 16% in Q2 2026, selling an estimated $121K and leaving 6,500 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #405.

Regal Investment Advisors first reported a position in FDIS in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.73M in Q2 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Regal Investment Advisors held 6,500 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $668K as of Q2 2026.
Regal Investment Advisors sold 1,196 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $121K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #405 holding.
Regal Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2015 and has held it in 14 quarters since.
Regal Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.73M in Q2 2025.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.