Stifel Financial
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Stifel Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Stifel Financial’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 		$5.93M Buy
57,704
+1,135
+2% +$114K ﹤0.01% 1310
2026
Q1 		$5.28M Sell
56,569
-4,096
-7% -$410K ﹤0.01% 1316
2025
Q4 		$6.2M Sell
60,665
-975
-2% -$99K 0.01% 1210
2025
Q3 		$6.34M Buy
61,640
+1,095
+2% +$108K 0.01% 1175
2025
Q2 		$5.7M Sell
60,545
-2,669
-4% -$235K 0.01% 1186
2025
Q1 		$5.34M Sell
63,214
-2,225
-3% -$209K 0.01% 1158
2024
Q4 		$6.38M Buy
65,439
+62
+0.1% +$5.81K 0.01% 1077
2024
Q3 		$5.78M Buy
65,377
+8,780
+16% +$727K 0.01% 1130
2024
Q2 		$4.58M Sell
56,597
-308
-0.5% -$24.5K 0.01% 1193
2024
Q1 		$4.69M Sell
56,905
-309
-0.5% -$24.5K 0.01% 1183
2023
Q4 		$4.52M Buy
57,214
+1,549
+3% +$112K 0.01% 1160
2023
Q3 		$3.89M Sell
55,665
-262
-0.5% -$19.3K 0.01% 1170
2023
Q2 		$4.1M Buy
55,927
+1,003
+2% +$67K 0.01% 1163
2023
Q1 		$3.6M Sell
54,924
-9,158
-14% -$577K 0.01% 1215
2022
Q4 		$3.63M Buy
64,082
+13,334
+26% +$809K 0.01% 1161
2022
Q3 		$3.09M Sell
50,748
-1,036
-2% -$69.3K 0.01% 1196
2022
Q2 		$3.05M Buy
51,784
+776
+2% +$52.5K ﹤0.01% 1219
2022
Q1 		$4.03M Buy
51,008
+341
+0.7% +$26.9K 0.01% 1174
2021
Q4 		$4.47M Sell
50,667
-3,174
-6% -$276K 0.01% 1139
2021
Q3 		$4.32M Sell
53,841
-254
-0.5% -$20.8K 0.01% 1103
2021
Q2 		$4.39M Sell
54,095
-2,106
-4% -$167K 0.01% 1093
2021
Q1 		$4.29M Buy
56,201
+15
+0% +$1.13K 0.01% 1044
2020
Q4 		$4.02M Buy
56,186
+1,066
+2% +$70.8K 0.01% 983
2020
Q3 		$3.42M Sell
55,120
-6,229
-10% -$371K 0.01% 943
2020
Q2 		$3.19M Buy
61,349
+349
+0.6% +$16.3K 0.01% 927
2020
Q1 		$2.3M Buy
61,000
+10,900
+22% +$500K 0.01% 979
2019
Q4 		$2.42M Sell
50,100
-723
-1% -$33.7K 0.01% 1220
2019
Q3 		$2.33M Sell
50,823
-1,253
-2% -$57.7K 0.01% 1218
2019
Q2 		$2.38M Sell
52,076
-634
-1% -$28.5K 0.01% 1227
2019
Q1 		$2.29M Sell
52,710
-266
-0.5% -$11.2K 0.01% 1168
2018
Q4 		$2.03M Buy
+52,976
New +$2.18M 0.01% 1141

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

Stifel Financial's FDIS Position: Q2 2026 in Review

Stifel Financial increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2% in Q2 2026, buying an estimated $114K and bringing the position to 57,704 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Stifel Financial first reported a position in FDIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.38M in Q4 2024. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Stifel Financial held 57,704 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.93M as of Q2 2026.
  • Stifel Financial bought 1,135 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $114K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1310 holding.
  • Stifel Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2018 and has held it in 31 quarters since.
  • Stifel Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $6.38M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.