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Waverly Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Waverly Advisors’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 		$14.4K Sell
140
-70
-33% -$7.06K ﹤0.01% 1734
2026
Q1 		$19.6K Sell
210
-24,311
-99% -$2.43M ﹤0.01% 1591
2025
Q4 		$2.51M Buy
+24,521
New +$2.49M 0.02% 546

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

Waverly Advisors's FDIS Position: Q2 2026 in Review

Waverly Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 33% in Q2 2026, selling an estimated $7.06K and leaving 140 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Waverly Advisors first reported a position in FDIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q4 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Waverly Advisors held 140 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $14.4K as of Q2 2026.
  • Waverly Advisors sold 70 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $7.06K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1734 holding.
  • Waverly Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.51M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.