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

Summit 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	$879K	Sell	8,550 -1,219	-12%	-$123K	0.01%	883
2026 Q1	$911K	Sell	9,769 -295	-3%	-$29.5K	0.01%	807
2025 Q4	$1.03M	Buy	10,064 +25	+0.2%	+$2.54K	0.02%	664
2025 Q3	$1.03M	Buy	10,039 +1,762	+21%	+$174K	0.02%	647
2025 Q2	$779K	Buy	8,277 +533	+7%	+$47K	0.02%	466
2025 Q1	$654K	Sell	7,744 -97	-1%	-$9.12K	0.02%	447
2024 Q4	$764K	Buy	7,841 +17	+0.2%	+$1.59K	0.03%	369
2024 Q3	$692K	Buy	+7,824	New	+$648K	0.03%	320

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

Summit Financial's FDIS Position: Q2 2026 in Review

Summit Financial reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 12% in Q2 2026, selling an estimated $123K and leaving 8,550 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #883.

Summit Financial first reported a position in FDIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Summit Financial held 8,550 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $879K as of Q2 2026.
Summit Financial sold 1,219 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $123K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #883 holding.
Summit Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.03M in Q3 2025.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

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