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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$78.26 -3.19 (-3.92%)
Closing price 04/4/2025 04:10 PM Eastern
Extended Trading
$78.24 -0.02 (-0.02%)
As of 04/4/2025 06:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$143.10M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$58.62M
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FDIS Institutional Buying and Selling by Quarter

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Fidelity MSCI Consumer Discretionary Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/3/2025 Versant Capital Management Inc352$30K0.0%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC11,556$1.13M0.0%+65.4%0.056%
3/12/2025Centaurus Financial Inc.4,987$486K0.0%+4.0%0.024%
2/25/2025Heck Capital Advisors LLC19,135$1.87M0.1%N/A0.109%
2/25/2025Integrated Advisors Network LLC2,119$207K0.0%-32.2%0.012%
2/24/2025Hall Capital Management Co. Inc.6,252$609K0.3%N/A0.036%
2/18/2025Sunbelt Securities Inc.8,323$818K0.1%+3.5%0.047%
2/18/2025Stonebridge Financial Planning Group LLC8,312$810K0.4%-6.5%0.047%
2/17/2025Trustco Bank Corp N Y2,800$273K0.3%-6.0%0.016%
2/17/2025Snowden Capital Advisors LLC10,498$1.02M0.0%-3.6%0.060%
2/17/2025EP Wealth Advisors LLC22,056$2.15M0.0%-2.4%0.126%
2/17/2025CoreCap Advisors LLC2,536$247K0.0%+142.9%0.014%
2/17/2025Cetera Investment Advisers56,764$5.53M0.0%+3.5%0.323%
2/17/2025Cary Street Partners Financial LLC3,074$300K0.0%N/A0.018%
2/17/2025Beaumont Capital Management LLC56,803$5.54M4.3%+0.7%0.324%
2/17/2025Bank of America Corp DE1,690,309$164.74M0.0%-4.4%9.631%
2/17/2025Benjamin Edwards Inc.4,932$481K0.0%N/A0.028%
2/17/2025Ameriprise Financial Inc.19,848$1.93M0.0%-3.1%0.113%
2/17/2025Advocacy Wealth Management Services LLC4,124$402K0.0%N/A0.023%
2/14/2025Mercer Global Advisors Inc. ADV4,228$412K0.0%-23.0%0.024%
2/14/2025Comerica Bank2,229$217K0.0%-9.4%0.013%
2/14/2025Lido Advisors LLC1,383,365$134.82M0.6%+1.6%7.882%
2/14/2025Kovitz Investment Group Partners LLC100,626$9.81M0.0%-2.9%0.573%
2/14/2025Susquehanna International Group LLP26,440$2.58M0.0%N/A0.151%
2/13/2025NewEdge Advisors LLC21,213$2.07M0.0%-11.3%0.121%
2/13/2025Regal Investment Advisors LLC16,367$1.60M0.1%+12.2%0.093%
2/13/2025Mariner LLC53,737$5.24M0.0%-7.1%0.306%
2/13/2025Rockefeller Capital Management L.P.15,936$1.55M0.0%-5.6%0.091%
2/13/2025KDK Private Wealth Management LLC16,612$1.62M1.7%N/A0.095%
2/13/2025Colonial Trust Advisors831$81K0.0%-27.9%0.005%
2/13/2025Raymond James Financial Inc.27,251$2.66M0.0%N/A0.155%
2/13/2025Advisory Services Network LLC46,015$4.49M0.1%+16.3%0.262%
2/13/2025Renaissance Technologies LLC4,700$458K0.0%N/A0.027%
2/13/2025Envestnet Asset Management Inc.233,623$22.77M0.0%-5.2%1.331%
2/13/2025Wells Fargo & Company MN27,123$2.64M0.0%+5.8%0.155%
2/12/2025Atlas Capital Advisors Inc.75,280$7.34M0.9%+40.5%0.429%
2/12/2025CIBC Private Wealth Group LLC394$38K0.0%N/A0.002%
2/12/2025Orion Portfolio Solutions LLC16,358$1.59M0.0%N/A0.093%
2/12/2025JPMorgan Chase & Co.2,978$290K0.0%-43.0%0.017%
2/12/2025PKS Advisory Services LLC4,756$464K0.1%N/A0.027%
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2/11/2025Interchange Capital Partners LLC3,127$305K0.1%-25.2%0.018%
2/11/2025Congress Wealth Management LLC DE12,161$1.19M0.0%N/A0.069%
2/11/2025LPL Financial LLC107,982$10.52M0.0%+50.2%0.615%
2/10/2025Thrivent Financial for Lutherans73,756$7.19M0.0%-49.5%0.420%
2/10/2025Axxcess Wealth Management LLC8,927$870K0.0%+2.5%0.051%
2/10/2025Creative Financial Designs Inc. ADV7,796$760K0.1%-88.4%0.044%
2/10/2025Envestnet Portfolio Solutions Inc.5,567$543K0.0%+4.9%0.032%
2/10/2025Hilton Capital Management LLC6,971$679K0.1%+67.4%0.040%
2/10/2025Commonwealth Equity Services LLC107,788$10.51M0.0%+0.5%0.614%
2/10/2025Penobscot Wealth Management35,710$3.48M1.6%+3.2%0.203%
2/10/2025Farther Finance Advisors LLC11,171$1.09M0.0%+17.2%0.064%
2/7/2025HighTower Advisors LLC43,138$4.20M0.0%-0.9%0.246%
2/7/2025AGF Management Ltd.420,913$41.02M0.2%+14.3%2.398%
2/7/2025Investors Research Corp9,669$942K0.2%+5.4%0.055%
2/7/2025Personal CFO Solutions LLC10,462$1.02M0.2%+4.8%0.060%
2/7/2025Lifeworks Advisors LLC24,656$2.40M0.4%+27.2%0.140%
2/6/2025Raymond James Financial Inc.27,251$2.66M0.0%N/A0.155%
2/6/2025Cullen Frost Bankers Inc.340$33K0.0%N/A0.002%
2/6/2025Atria Investments Inc8,920$869K0.0%-16.0%0.051%
2/6/2025Assetmark Inc.45,005$4.39M0.0%+174.5%0.256%
2/6/2025J.Safra Asset Management Corp7,948$782K0.1%+491.4%0.045%
2/6/2025Charles Schwab Investment Management Inc.1,267,887$123.57M0.0%-2.2%7.224%
2/6/2025Meridian Wealth Management LLC8,927$870K0.0%-20.3%0.051%
2/6/2025Jones Financial Companies Lllp6,334$617K0.0%+46.4%0.036%
2/5/2025Purkiss Capital Advisors LLC4,421$431K0.4%N/A0.025%
2/5/2025Fisher Asset Management LLC101,520$9.89M0.0%-1.7%0.578%
2/5/2025SVB Wealth LLC2,183$213K0.0%N/A0.012%
2/4/2025Richard Bernstein Advisors LLC978,742$95.39M2.2%-1.9%5.577%
2/4/2025Exchange Capital Management Inc.29,648$2.89M0.5%-3.7%0.169%
2/4/2025Bank of New York Mellon Corp10,214$995K0.0%-21.0%0.058%
2/4/2025IFP Advisors Inc1,320$129K0.0%+18.6%0.008%
2/3/2025Sigma Planning Corp26,679$2.60M0.1%+139.8%0.152%
2/3/2025Transcend Capital Advisors LLC14,419$1.41M0.1%-1.7%0.082%
2/3/2025Capital Investment Counsel Inc328$32K0.0%N/A0.002%
1/31/2025Global Retirement Partners LLC1,701$166K0.0%+1,250.0%0.010%
1/31/2025Atria Wealth Solutions Inc.13,626$1.33M0.0%-26.1%0.078%
1/31/2025Venturi Wealth Management LLC329$32K0.0%-77.5%0.002%
1/31/2025Sanctuary Advisors LLC20,279$2.07M0.0%-1.4%0.116%
1/31/2025J.W. Cole Advisors Inc.18,907$1.84M0.1%-0.8%0.108%
1/30/2025Ellis Investment Partners LLC14,009$1.37M0.3%-8.0%0.080%
1/30/2025Ellis Investment Partners LLC14,009$1.37M0.3%-8.0%0.080%
1/30/2025Blue Trust Inc.981$96K0.0%N/A0.006%
1/30/2025Chevy Chase Trust Holdings LLC8,548$833K0.0%N/A0.049%
1/29/2025Wingate Wealth Advisors Inc.500$49K0.0%N/A0.003%
1/28/2025Advisors Preferred LLC3,857$371K0.1%N/A0.022%
1/28/2025Apollon Wealth Management LLC273,544$26.66M0.6%N/A1.559%
1/27/2025Centennial Wealth Advisory LLC4,397$429K0.2%+3.2%0.025%
1/27/2025Schmidt P J Investment Management Inc.10,134$988K0.2%+6.3%0.058%
1/27/2025Robertson Stephens Wealth Management LLC5,250$512K0.0%-3.8%0.030%
1/27/2025Stratos Wealth Partners LTD.2,103$205K0.0%N/A0.012%
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1/24/2025Financial Partners Group Inc2,912$284K0.0%-4.6%0.017%
1/24/2025Round Rock Advisors LLC2,300$224K0.0%N/A0.013%
1/24/2025DAVENPORT & Co LLC15,241$1.49M0.0%+10.1%0.087%
1/24/2025Q3 Asset Management10,346$1.01M0.6%N/A0.059%
1/24/2025Yoder Wealth Management Inc.39,834$3.88M2.1%+4.8%0.227%
1/23/2025Heck Capital Advisors LLC19,135$1.87M0.1%N/A0.109%
1/22/2025VCI Wealth Management LLC8,090$788K0.3%+12.8%0.046%
1/22/2025Charter Oak Capital Management LLC7,855$766K0.1%-2.9%0.045%
1/22/2025Blue Trust Inc.982$96K0.0%N/A0.006%
1/21/2025Fifth Third Bancorp257$25K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

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FDIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDIS shares?

During the previous two years, 190 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($164.74M), Lido Advisors LLC ($134.82M), Charles Schwab Investment Management Inc. ($123.57M), Richard Bernstein Advisors LLC ($95.39M), AGF Management Ltd. ($41.02M), AE Wealth Management LLC ($30.80M), and Apollon Wealth Management LLC ($26.66M).Learn more on FDIS's institutional investors.

Which institutional investors have been buying Fidelity MSCI Consumer Discretionary Index ETF stock?

Of the 163 institutional investors that purchased Fidelity MSCI Consumer Discretionary Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($624.07K), AE Wealth Management LLC ($294.32K), Apollon Wealth Management LLC ($273.54K), Envestnet Asset Management Inc. ($201.33K), EP Wealth Advisors LLC ($183.10K), Vicus Capital ($177.28K), and International Assets Investment Management LLC ($164.93K).

How much institutional buying is happening at Fidelity MSCI Consumer Discretionary Index ETF?

Institutional investors have bought a total of 4,346,717 shares in the last 24 months. This purchase volume represents approximately $349.81M in transactions.

Which Fidelity MSCI Consumer Discretionary Index ETF major shareholders have been selling company stock?

Of the 96 institutional investors that sold Fidelity MSCI Consumer Discretionary Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($81.08K), Bank of America Corp DE ($76.93K), Raymond James Financial Services Advisors Inc. ($73.87K), Commonwealth Equity Services LLC ($72.59K), Thrivent Financial for Lutherans ($72.17K), Connectus Wealth LLC ($65.36K), and Creative Financial Designs Inc. ADV ($59.58K).

How much institutional selling is happening at Fidelity MSCI Consumer Discretionary Index ETF?

Institutional investors have sold a total of 1,091,352 shares in the last 24 months. This volume of shares sold represents approximately $92.24M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 4/5/2025 by MarketBeat.com Staff
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