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Yoder Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Yoder Wealth 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 		$7.28M Buy
76,816
+10,280
+15% +$1.03M 2.75% 9
2026
Q2 		$6.84M Buy
66,536
+7,017
+12% +$708K 2.67% 9
2026
Q1 		$5.55M Buy
59,519
+7,637
+15% +$765K 2.53% 13
2025
Q4 		$5.3M Buy
51,882
+7,174
+16% +$728K 2.41% 13
2025
Q3 		$4.6M Buy
44,708
+2,521
+6% +$249K 2.18% 14
2025
Q2 		$3.97M Buy
42,187
+828
+2% +$72.9K 2.07% 15
2025
Q1 		$3.5M Buy
41,359
+1,525
+4% +$143K 1.97% 14
2024
Q4 		$3.88M Buy
39,834
+1,811
+5% +$170K 2.14% 14
2024
Q3 		$3.36M Buy
38,023
+2,186
+6% +$181K 2.02% 14
2024
Q2 		$2.9M Buy
35,837
+1,094
+3% +$86.9K 1.88% 15
2024
Q1 		$2.87M Sell
34,743
-221
-0.6% -$17.5K 1.87% 17
2023
Q4 		$2.76M Sell
34,964
-347
-1% -$25.1K 1.95% 16
2023
Q3 		$2.47M Buy
35,311
+589
+2% +$43.3K 2.03% 14
2023
Q2 		$2.55M Buy
34,722
+2,942
+9% +$196K 2.01% 14
2023
Q1 		$2.08M Buy
+31,780
New +$2M 1.73% 19

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Yoder Wealth Management's FDIS Position: Q3 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 15% in Q3 2026, buying an estimated $1.03M and bringing the position to 76,816 shares worth $7.28M. The position accounts for 2.75% of the portfolio, ranked #9.

Yoder Wealth Management first reported a position in FDIS in Q1 2023 and has held it in 15 quarters since. 49 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

  • Yoder Wealth Management held 76,816 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $7.28M as of Q3 2026.
  • Yoder Wealth Management bought 10,280 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $1.03M.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 2.75% of Yoder Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 15 quarters since.
  • 49 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.