Steward Partners Investment Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Steward Partners Investment Advisory’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	$5.38M	Buy	52,349 +7,246	+16%	+$731K	0.03%	538
2026 Q1	$4.21M	Buy	45,103 +2,781	+7%	+$279K	0.02%	572
2025 Q4	$4.32M	Buy	42,322 +418	+1%	+$42.4K	0.02%	510
2025 Q3	$4.31M	Buy	41,904 +3,728	+10%	+$368K	0.02%	508
2025 Q2	$3.59M	Buy	38,176 +36,444	+2,104%	+$3.21M	0.03%	513
2025 Q1	$146K	Buy	1,732 +85	+5%	+$7.99K	﹤0.01%	1801
2024 Q4	$161K	Sell	1,647 -85	-5%	-$7.97K	﹤0.01%	1736
2024 Q3	$153K	Buy	1,732 +85	+5%	+$7.04K	﹤0.01%	1660
2024 Q2	$133K	Hold	1,647	–	–	﹤0.01%	1642
2024 Q1	$136K	Hold	1,647	–	–	﹤0.01%	1604
2023 Q4	$130K	Hold	1,647	–	–	﹤0.01%	1564
2023 Q3	$115K	Sell	1,647 -20	-1%	-$1.47K	﹤0.01%	1514
2023 Q2	$122K	Sell	1,667 -59	-3%	-$3.94K	﹤0.01%	1487
2023 Q1	$113K	Buy	1,726 +167	+11%	+$10.5K	﹤0.01%	1531
2022 Q4	$88.4K	Hold	1,559	–	–	﹤0.01%	1599
2022 Q3	$95K	Hold	1,559	–	–	﹤0.01%	1519
2022 Q2	$92K	Hold	1,559	–	–	﹤0.01%	1530
2022 Q1	$123K	Buy	1,559 +280	+22%	+$22.1K	﹤0.01%	1517
2021 Q4	$113K	Hold	1,279	–	–	﹤0.01%	1544
2021 Q3	$103K	Hold	1,279	–	–	﹤0.01%	1531
2021 Q2	$104K	Hold	1,279	–	–	﹤0.01%	2204
2021 Q1	$97.6K	Hold	1,279	–	–	﹤0.01%	1643
2020 Q4	$91K	Hold	1,279	–	–	﹤0.01%	1402
2020 Q3	$79K	Hold	1,279	–	–	﹤0.01%	1308
2020 Q2	$67K	Hold	1,279	–	–	﹤0.01%	1294
2020 Q1	$48K	Hold	1,279	–	–	﹤0.01%	1278
2019 Q4	$61K	Hold	1,279	–	–	﹤0.01%	1315
2019 Q3	$58K	Hold	1,279	–	–	﹤0.01%	1291
2019 Q2	$58K	Buy	+1,279	New	+$57.6K	﹤0.01%	1281
2018 Q4	–	Sell	-1,279	Closed	-$58K	–	1224
2018 Q3	$58K	Hold	1,279	–	–	﹤0.01%	1139
2018 Q2	$55K	Sell	1,279 -959	-43%	-$39.7K	﹤0.01%	1067
2018 Q1	$88K	Hold	2,238	–	–	0.01%	811
2017 Q4	$87K	Hold	2,238	–	–	0.01%	667
2017 Q3	$80K	Buy	+2,238	New	+$79.6K	0.01%	587

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

Steward Partners Investment Advisory's FDIS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 16% in Q2 2026, buying an estimated $731K and bringing the position to 52,349 shares worth $5.38M. The position accounts for 0.03% of the portfolio, ranked #538.

Steward Partners Investment Advisory first reported a position in FDIS in Q3 2017 and has held it in 34 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Steward Partners Investment Advisory held 52,349 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.38M as of Q2 2026.
Steward Partners Investment Advisory bought 7,246 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $731K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #538 holding.
Steward Partners Investment Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2017 and has held it in 34 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.