Root Financial Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Root Financial Partners’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 Q3	$31.8K	Buy	+336	New	+$33.8K	﹤0.01%	1312
2026 Q2	–	Sell	-182	Closed	-$17K	–	1341
2026 Q1	$17K	Sell	182 -12	-6%	-$1.2K	﹤0.01%	1416
2025 Q4	$19.8K	Buy	194 +169	+676%	+$17.2K	﹤0.01%	1191
2025 Q3	$2.57K	Buy	+25	New	+$2.47K	﹤0.01%	1915

Other funds holding FDIS

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Root Financial Partners's FDIS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2026: 336 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FDIS as recently as Q1 2026.

Root Financial Partners first reported a position in FDIS in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Root Financial Partners held 336 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $31.8K as of Q3 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Root Financial Partners position in Q3 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1312 holding.
Root Financial Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 4 quarters since.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.