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 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 $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

Root Financial Partners's FDIS Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 182 shares — an estimated $17K sold.

Root Financial Partners first reported a position in FDIS in Q3 2025 and held it in 3 quarters. The position peaked at $19.8K in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Root Financial Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 182 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $17K.
Root Financial Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $19.8K in Q4 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.