Smith Shellnut Wilson’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Smith Shellnut Wilson’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	$404K	Sell	3,930 -50	-1%	-$5.04K	0.15%	101
2026 Q1	$371K	Sell	3,980 -1,000	-20%	-$100K	0.16%	98
2025 Q4	$509K	Buy	4,980 +1,580	+46%	+$160K	0.2%	78
2025 Q3	$350K	Buy	+3,400	New	+$336K	0.13%	99
2022 Q1	–	Sell	-12,781	Closed	-$1.13M	–	145
2021 Q4	$1.13M	Buy	+12,781	New	+$1.11M	0.56%	40

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

Smith Shellnut Wilson's FDIS Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.3% in Q2 2026, selling an estimated $5.04K and leaving 3,930 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #101.

Smith Shellnut Wilson first reported a position in FDIS in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2021. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Smith Shellnut Wilson held 3,930 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $404K as of Q2 2026.
Smith Shellnut Wilson sold 50 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $5.04K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.15% of Smith Shellnut Wilson's portfolio in Q2 2026, its #101 holding.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 5 quarters since.
Smith Shellnut Wilson's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.13M in Q4 2021.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.