Stratos Wealth Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Stratos Wealth Partners’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	$218K	Buy	+2,118	New	+$214K	﹤0.01%	1583
2025 Q1	–	Sell	-2,103	Closed	-$205K	–	1410
2024 Q4	$205K	Buy	+2,103	New	+$197K	﹤0.01%	1340
2022 Q2	–	Sell	-4,394	Closed	-$347K	–	1229
2022 Q1	$347K	Buy	4,394 +1	+0%	+$79	0.01%	935
2021 Q4	$388K	Buy	4,393 +102	+2%	+$8.88K	0.01%	913
2021 Q3	$344K	Buy	4,291 +51	+1%	+$4.18K	0.01%	902
2021 Q2	$344K	Buy	4,240 +190	+5%	+$15K	0.01%	913
2021 Q1	$309K	Sell	4,050 -110	-3%	-$8.27K	0.01%	875
2020 Q4	$297K	Sell	4,160 -205	-5%	-$13.6K	0.01%	852
2020 Q3	$271K	Sell	4,365 -33	-0.8%	-$1.96K	0.01%	819
2020 Q2	$229K	Buy	+4,398	New	+$205K	0.01%	854
2018 Q4	–	Sell	-4,384	Closed	-$199K	–	1367
2018 Q3	$199K	Buy	+4,384	New	+$194K	0.01%	837
2018 Q2	–	Sell	-3,374	Closed	-$134K	–	1499
2018 Q1	$134K	Buy	3,374 +64	+2%	+$2.63K	0.01%	1053
2017 Q4	$129K	Buy	+3,310	New	+$124K	0.01%	1051

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

Stratos Wealth Partners's FDIS Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 2,118 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in FDIS as recently as Q4 2024.

Stratos Wealth Partners first reported a position in FDIS in Q4 2017 and has held it in 13 quarters since. The position peaked at $388K in Q4 2021. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Stratos Wealth Partners held 2,118 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $218K as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Stratos Wealth Partners position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1583 holding.
Stratos Wealth Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2017 and has held it in 13 quarters since.
Stratos Wealth Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $388K in Q4 2021.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.