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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$94.93 -2.64 (-2.71%)
Closing price 02/21/2025 04:10 PM Eastern
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$95.16 +0.22 (+0.24%)
As of 02/21/2025 08:00 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)
121
Total
Institutional Inflows
(last 12 months)
$140.14M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$59.30M
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FDIS Institutional Buying and Selling by Quarter

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
2/18/2025 Sunbelt Securities Inc.8,323$818K0.1%+3.5%0.047%
2/18/2025 Stonebridge Financial Planning Group LLC8,312$810K0.4%-6.5%0.047%
2/17/2025 Trustco Bank Corp N Y2,800$273K0.3%-6.0%0.016%
2/17/2025 Snowden Capital Advisors LLC10,498$1.02M0.0%-3.6%0.060%
2/17/2025 EP Wealth Advisors LLC22,056$2.15M0.0%-2.4%0.126%
2/17/2025 CoreCap Advisors LLC2,536$247K0.0%+142.9%0.014%
2/17/2025 Cetera Investment Advisers56,764$5.53M0.0%+3.5%0.323%
2/17/2025 Cary Street Partners Financial LLC3,074$300K0.0%N/A0.018%
2/17/2025 Beaumont Capital Management LLC56,803$5.54M4.3%+0.7%0.324%
2/17/2025 Bank of America Corp DE1,690,309$164.74M0.0%-4.4%9.631%
2/17/2025 Benjamin Edwards Inc.4,932$481K0.0%N/A0.028%
2/17/2025 Ameriprise Financial Inc.19,848$1.93M0.0%-3.1%0.113%
2/17/2025 Advocacy Wealth Management Services LLC4,124$402K0.0%N/A0.023%
2/14/2025 Mercer Global Advisors Inc. ADV4,228$412K0.0%-23.0%0.024%
2/14/2025 Comerica Bank2,229$217K0.0%-9.4%0.013%
2/14/2025 Lido Advisors LLC1,383,365$134.82M0.6%+1.6%7.882%
2/14/2025 Kovitz Investment Group Partners LLC100,626$9.81M0.0%-2.9%0.573%
2/14/2025 Susquehanna International Group LLP26,440$2.58M0.0%N/A0.151%
2/13/2025 NewEdge Advisors LLC21,213$2.07M0.0%-11.3%0.121%
2/13/2025 Regal Investment Advisors LLC16,367$1.60M0.1%+12.2%0.093%
2/13/2025 Mariner LLC53,737$5.24M0.0%-7.1%0.306%
2/13/2025 Rockefeller Capital Management L.P.15,936$1.55M0.0%-5.6%0.091%
2/13/2025 KDK Private Wealth Management LLC16,612$1.62M1.7%N/A0.095%
2/13/2025 Colonial Trust Advisors831$81K0.0%-27.9%0.005%
2/13/2025 Raymond James Financial Inc.27,251$2.66M0.0%N/A0.155%
2/13/2025 Advisory Services Network LLC46,015$4.49M0.1%+16.3%0.262%
2/13/2025 Renaissance Technologies LLC4,700$458K0.0%N/A0.027%
2/13/2025 Envestnet Asset Management Inc.233,623$22.77M0.0%-5.2%1.331%
2/13/2025 Wells Fargo & Company MN27,123$2.64M0.0%+5.8%0.155%
2/12/2025 Atlas Capital Advisors Inc.75,280$7.34M0.9%+40.5%0.429%
2/12/2025 CIBC Private Wealth Group LLC394$38K0.0%N/A0.002%
2/12/2025 Orion Portfolio Solutions LLC16,358$1.59M0.0%N/A0.093%
2/12/2025 JPMorgan Chase & Co.2,978$290K0.0%-43.0%0.017%
2/12/2025 PKS Advisory Services LLC4,756$464K0.1%N/A0.027%
2/11/2025 Interchange Capital Partners LLC3,127$305K0.1%-25.2%0.018%
2/11/2025 Congress Wealth Management LLC DE 12,161$1.19M0.0%N/A0.069%
2/11/2025 LPL Financial LLC107,982$10.52M0.0%+50.2%0.615%
2/10/2025 Thrivent Financial for Lutherans73,756$7.19M0.0%-49.5%0.420%
2/10/2025 Axxcess Wealth Management LLC8,927$870K0.0%+2.5%0.051%
2/10/2025 Creative Financial Designs Inc. ADV7,796$760K0.1%-88.4%0.044%
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2/10/2025 Envestnet Portfolio Solutions Inc.5,567$543K0.0%+4.9%0.032%
2/10/2025 Hilton Capital Management LLC6,971$679K0.1%+67.4%0.040%
2/10/2025 Commonwealth Equity Services LLC107,788$10.51M0.0%+0.5%0.614%
2/10/2025 Penobscot Wealth Management35,710$3.48M1.6%+3.2%0.203%
2/10/2025 Farther Finance Advisors LLC11,171$1.09M0.0%+17.2%0.064%
2/7/2025 HighTower Advisors LLC43,138$4.20M0.0%-0.9%0.246%
2/7/2025 AGF Management Ltd.420,913$41.02M0.2%+14.3%2.398%
2/7/2025 Investors Research Corp9,669$942K0.2%+5.4%0.055%
2/7/2025 Personal CFO Solutions LLC10,462$1.02M0.2%+4.8%0.060%
2/7/2025 Lifeworks Advisors LLC24,656$2.40M0.4%+27.2%0.140%
2/6/2025 Raymond James Financial Inc.27,251$2.66M0.0%N/A0.155%
2/6/2025 Cullen Frost Bankers Inc.340$33K0.0%N/A0.002%
2/6/2025 Atria Investments Inc8,920$869K0.0%-16.0%0.051%
2/6/2025 Assetmark Inc.45,005$4.39M0.0%+174.5%0.256%
2/6/2025 J.Safra Asset Management Corp7,948$782K0.1%+491.4%0.045%
2/6/2025 Charles Schwab Investment Management Inc.1,267,887$123.57M0.0%-2.2%7.224%
2/6/2025 Meridian Wealth Management LLC8,927$870K0.0%-20.3%0.051%
2/6/2025 Jones Financial Companies Lllp6,334$617K0.0%+46.4%0.036%
2/5/2025 Purkiss Capital Advisors LLC4,421$431K0.4%N/A0.025%
2/5/2025 Fisher Asset Management LLC101,520$9.89M0.0%-1.7%0.578%
2/5/2025 SVB Wealth LLC2,183$213K0.0%N/A0.012%
2/4/2025 Richard Bernstein Advisors LLC978,742$95.39M2.2%-1.9%5.577%
2/4/2025 Exchange Capital Management Inc.29,648$2.89M0.5%-3.7%0.169%
2/4/2025 Bank of New York Mellon Corp10,214$995K0.0%-21.0%0.058%
2/4/2025 IFP Advisors Inc1,320$129K0.0%+18.6%0.008%
2/3/2025 Sigma Planning Corp26,679$2.60M0.1%+139.8%0.152%
2/3/2025 Transcend Capital Advisors LLC14,419$1.41M0.1%-1.7%0.082%
2/3/2025 Capital Investment Counsel Inc328$32K0.0%N/A0.002%
1/31/2025 Global Retirement Partners LLC1,701$166K0.0%+1,250.0%0.010%
1/31/2025 Atria Wealth Solutions Inc.13,626$1.33M0.0%-26.1%0.078%
1/31/2025 Venturi Wealth Management LLC329$32K0.0%-77.5%0.002%
1/31/2025 Sanctuary Advisors LLC20,279$2.07M0.0%-1.4%0.116%
1/31/2025 J.W. Cole Advisors Inc.18,907$1.84M0.1%-0.8%0.108%
1/30/2025 Ellis Investment Partners LLC14,009$1.37M0.3%-8.0%0.080%
1/30/2025 Ellis Investment Partners LLC14,009$1.37M0.3%-8.0%0.080%
1/30/2025 Blue Trust Inc.981$96K0.0%N/A0.006%
1/30/2025 Chevy Chase Trust Holdings LLC8,548$833K0.0%N/A0.049%
1/29/2025 Wingate Wealth Advisors Inc.500$49K0.0%N/A0.003%
1/28/2025 Advisors Preferred LLC3,857$371K0.1%N/A0.022%
1/28/2025 Apollon Wealth Management LLC273,544$26.66M0.6%N/A1.559%
1/27/2025 Centennial Wealth Advisory LLC4,397$429K0.2%+3.2%0.025%
1/27/2025 Schmidt P J Investment Management Inc.10,134$988K0.2%+6.3%0.058%
1/27/2025 Robertson Stephens Wealth Management LLC5,250$512K0.0%-3.8%0.030%
1/27/2025 Stratos Wealth Partners LTD.2,103$205K0.0%N/A0.012%
1/24/2025 Financial Partners Group Inc2,912$284K0.0%-4.6%0.017%
1/24/2025 Round Rock Advisors LLC2,300$224K0.0%N/A0.013%
1/24/2025 DAVENPORT & Co LLC15,241$1.49M0.0%+10.1%0.087%
1/24/2025 Q3 Asset Management10,346$1.01M0.6%N/A0.059%
1/24/2025 Yoder Wealth Management Inc.39,834$3.88M2.1%+4.8%0.227%
1/23/2025 Heck Capital Advisors LLC19,135$1.87M0.1%N/A0.109%
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1/22/2025 VCI Wealth Management LLC8,090$788K0.3%+12.8%0.046%
1/22/2025 Charter Oak Capital Management LLC7,855$766K0.1%-2.9%0.045%
1/22/2025 Blue Trust Inc.982$96K0.0%N/A0.006%
1/21/2025 Fifth Third Bancorp257$25K0.0%N/A0.001%
1/21/2025 CX Institutional19,901$1.94M0.1%+3.4%0.113%
1/17/2025 Advisory Alpha LLC4,715$460K0.0%+71.3%0.027%
1/17/2025 Dakota Wealth Management4,235$413K0.0%-7.6%0.024%
1/15/2025 Smith Salley Wealth Management23,781$2.32M0.1%-5.2%0.136%
1/15/2025 Ameritas Advisory Services LLC15,043$1.47M0.1%+9.2%0.086%
1/15/2025 Grant GrossMendelsohn LLC33,057$3.22M1.7%N/A0.188%
(Data available from 1/1/2016 forward)

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 160 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 4,316,216 shares in the last 24 months. This purchase volume represents approximately $346.84M in transactions.

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

Of the 97 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 1,095,964 shares in the last 24 months. This volume of shares sold represents approximately $92.47M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 2/22/2025 by MarketBeat.com Staff
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