Triumph Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Triumph Capital Management’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 Q3	$80.5K	Buy	850 +5	+0.6%	+$503	0.01%	550
2026 Q2	$86.9K	Sell	845 -223	-21%	-$22.5K	0.02%	526
2026 Q1	$100K	Sell	1,068 -8	-0.7%	-$801	0.02%	462
2025 Q4	$110K	Buy	+1,076	New	+$109K	0.02%	422
2024 Q3	–	Sell	-12,066	Closed	-$977K	–	279
2024 Q2	$977K	Sell	12,066 -22	-0.2%	-$1.75K	0.38%	66
2024 Q1	$990K	Buy	+12,088	New	+$957K	0.4%	53

Other funds holding FDIS

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Triumph Capital Management's FDIS Position: Q3 2026 in Review

Triumph Capital Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 0.59% in Q3 2026, buying an estimated $503 and bringing the position to 850 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #550.

Triumph Capital Management first reported a position in FDIS in Q1 2024 and has held it in 6 quarters since. The position peaked at $990K in Q1 2024. 156 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Triumph Capital Management held 850 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $80.5K as of Q3 2026.
Triumph Capital Management bought 5 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $503.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #550 holding.
Triumph Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2024 and has held it in 6 quarters since.
Triumph Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $990K in Q1 2024.
156 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.