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

Rossby Financial’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
Q1 		$22.5K Buy
239
+146
+157% +$14.6K ﹤0.01% 970
2025
Q4 		$9.5K Hold
93
– – ﹤0.01% 950
2025
Q3 		$9.62K Hold
93
– – ﹤0.01% 870
2025
Q2 		$8.75K Hold
93
– – ﹤0.01% 815
2025
Q1 		$7.88K Buy
+93
New +$8.75K ﹤0.01% 755

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rossby Financial's FDIS Position: Q1 2026 in Review

Rossby Financial increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 157% in Q1 2026, buying an estimated $14.6K and bringing the position to 239 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Rossby Financial first reported a position in FDIS in Q1 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Rossby Financial held 239 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $22.5K as of Q1 2026.
  • Rossby Financial bought 146 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $14.6K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #970 holding.
  • Rossby Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.