Sound Income Strategies’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sound Income Strategies’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	-312	Closed	-$29.3K	–	1092
2026 Q1	$29.3K	Hold	312	–	–	﹤0.01%	1026
2025 Q4	$32.9K	Buy	312 +159	+104%	+$16.1K	﹤0.01%	953
2025 Q3	$15.4K	Hold	153	–	–	﹤0.01%	880
2025 Q2	$14.4K	Hold	153	–	–	﹤0.01%	838
2025 Q1	$12.9K	Buy	153 +62	+68%	+$5.83K	﹤0.01%	832
2024 Q4	$8.87K	Buy	+91	New	+$8.53K	﹤0.01%	865
2024 Q3	–	Sell	-97	Closed	-$7.86K	–	1435
2024 Q2	$7.86K	Buy	97 +91	+1,517%	+$7.23K	﹤0.01%	827
2024 Q1	$495	Sell	6 -3	-33%	-$237	﹤0.01%	1239
2023 Q4	$710	Buy	+9	New	+$650	﹤0.01%	1200
2018 Q3	–	Sell	-83	Closed	-$4K	–	743
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	443
2018 Q1	$3K	Hold	83	–	–	﹤0.01%	438
2017 Q4	$3K	Buy	+83	New	+$3.1K	﹤0.01%	366

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound Income Strategies's FDIS Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 312 shares — an estimated $29.3K sold.

Sound Income Strategies first reported a position in FDIS in Q4 2017 and held it in 12 quarters. The position peaked at $32.9K in Q4 2025. 171 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 312 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $29.3K.
Sound Income Strategies first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2017 and held it in 12 quarters.
Sound Income Strategies's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $32.9K in Q4 2025.
171 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.