Valley National Advisers’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-20
Closed -$2K – 892
2025
Q4
$2K Hold
20
– – ﹤0.01% 771
2025
Q3
$2K Hold
20
– – ﹤0.01% 724
2025
Q2
$1K Hold
20
– – ﹤0.01% 771
2025
Q1
$1K Hold
20
– – ﹤0.01% 766
2024
Q4
$1K Hold
20
– – ﹤0.01% 726
2024
Q3
$1K Hold
20
– – ﹤0.01% 695
2024
Q2
$1K Hold
20
– – ﹤0.01% 1033
2024
Q1
$1K Sell
20
-44
-69% -$3.48K ﹤0.01% 1076
2023
Q4
$5K Sell
64
-6,182
-99% -$447K ﹤0.01% 780
2023
Q3
$437K Sell
6,246
-139
-2% -$10.2K 0.08% 173
2023
Q2
$469K Sell
6,385
-28
-0.4% -$1.87K 0.08% 179
2023
Q1
$416K Buy
6,413
+356
+6% +$22.4K 0.07% 185
2022
Q4
$368K Sell
6,057
-271
-4% -$16.4K 0.07% 198
2022
Q3
$390K Buy
+6,328
New +$423K 0.08% 188

Other funds holding FDIS

Valley National Advisers's FDIS Position: Q1 2026 in Review

Valley National Advisers sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 20 shares — an estimated $2K sold.

Valley National Advisers first reported a position in FDIS in Q3 2022 and held it in 14 quarters. The position peaked at $469K in Q2 2023. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Valley National Advisers reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
  • Valley National Advisers sold 20 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $2K.
  • Valley National Advisers first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2022 and held it in 14 quarters.
  • Valley National Advisers's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $469K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.