Wealth Enhancement Advisory Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Wealth Enhancement Advisory Services’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	$561K	Buy	5,458 +669	+14%	+$67.5K	﹤0.01%	2580
2026 Q1	$444K	Sell	4,789 -3,233	-40%	-$324K	﹤0.01%	2413
2025 Q4	$837K	Buy	8,022 +195	+2%	+$19.8K	﹤0.01%	2073
2025 Q3	$790K	Buy	7,827 +1,000	+15%	+$98.8K	﹤0.01%	2015
2025 Q2	$655K	Sell	6,827 -237	-3%	-$20.9K	﹤0.01%	2020
2025 Q1	$597K	Sell	7,064 -4,492	-39%	-$422K	﹤0.01%	1918
2024 Q4	$1.13M	Buy	11,556 +4,569	+65%	+$428K	﹤0.01%	1473
2024 Q3	$618K	Sell	6,987 -39	-0.6%	-$3.23K	﹤0.01%	1673
2024 Q2	$569K	Buy	7,026 +1,060	+18%	+$84.2K	﹤0.01%	1570
2024 Q1	$492K	Buy	5,966 +704	+13%	+$55.7K	﹤0.01%	1598
2023 Q4	$415K	Buy	5,262 +260	+5%	+$18.8K	﹤0.01%	1625
2023 Q3	$349K	Buy	+5,002	New	+$368K	﹤0.01%	1643

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

Wealth Enhancement Advisory Services's FDIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 14% in Q2 2026, buying an estimated $67.5K and bringing the position to 5,458 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Wealth Enhancement Advisory Services first reported a position in FDIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Wealth Enhancement Advisory Services held 5,458 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $561K as of Q2 2026.
Wealth Enhancement Advisory Services bought 669 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $67.5K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2580 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.13M in Q4 2024.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.