Sage Mountain Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sage Mountain 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 Q1	$94.3K	Hold	1,011	–	–	0.01%	226
2025 Q4	$103K	Hold	1,011	–	–	0.01%	504
2025 Q3	$104K	Hold	1,011	–	–	0.01%	491
2025 Q2	$95.1K	Hold	1,011	–	–	0.01%	442
2025 Q1	$85.4K	Hold	1,011	–	–	0.01%	423
2024 Q4	$98.5K	Hold	1,011	–	–	0.01%	415
2024 Q3	$89.4K	Buy	+1,011	New	+$83.8K	0.01%	425

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Mountain Advisors's FDIS Position: Q1 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2026 at 1,011 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #226.

Sage Mountain Advisors first reported a position in FDIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $104K in Q3 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Sage Mountain Advisors held 1,011 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $94.3K as of Q1 2026.
Sage Mountain Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #226 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 7 quarters since.
Sage Mountain Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $104K in Q3 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.