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WealthShield Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

WealthShield Partners’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 		– Sell
-550
Closed -$51.3K – 453
2026
Q1 		$51.3K Hold
550
– – 0.01% 443
2025
Q4 		$56.2K Buy
+550
New +$55.8K 0.01% 428

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

WealthShield Partners's FDIS Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 550 shares — an estimated $51.3K sold.

WealthShield Partners first reported a position in FDIS in Q4 2025 and held it in 2 quarters. The position peaked at $56.2K in Q4 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 550 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $51.3K.
  • WealthShield Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and held it in 2 quarters.
  • WealthShield Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $56.2K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.