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

Sanctuary 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	–	Sell	-11,045	Closed	-$1.13M	–	2560
2025 Q4	$1.13M	Sell	11,045 -361	-3%	-$36.7K	0.01%	1256
2025 Q3	$1.17M	Sell	11,406 -212	-2%	-$21K	0.01%	1197
2025 Q2	$1.09M	Sell	11,618 -7,730	-40%	-$681K	0.01%	1166
2025 Q1	$1.64M	Sell	19,348 -931	-5%	-$87.6K	0.01%	875
2024 Q4	$2.07M	Sell	20,279 -282	-1%	-$26.4K	0.01%	844
2024 Q3	$1.97M	Buy	+20,561	New	+$1.7M	0.01%	869

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors's FDIS Position: Q1 2026 in Review

Sanctuary Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 11,045 shares — an estimated $1.13M sold.

Sanctuary Advisors first reported a position in FDIS in Q3 2024 and held it in 6 quarters. The position peaked at $2.07M in Q4 2024. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Sanctuary Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
Sanctuary Advisors sold 11,045 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $1.13M.
Sanctuary Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and held it in 6 quarters.
Sanctuary Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.07M in Q4 2024.
227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.