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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$93.41 -2.53 (-2.64%)
Closing price 08/1/2025 04:10 PM Eastern
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$93.43 +0.02 (+0.02%)
As of 08/1/2025 04:10 PM Eastern
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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)
133
Total
Institutional Inflows
(last 12 months)
$172.56M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$130.65M
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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
8/1/2025Purkiss Capital Advisors LLC6,377$600K0.3%-9.2%0.034%
8/1/2025SYM FINANCIAL Corp524$49K0.0%N/A0.003%
8/1/2025Penobscot Wealth Management32,417$3.05M1.1%+9.2%0.171%
8/1/2025Schmidt P J Investment Management Inc.14,208$1.34M0.2%+34.1%0.075%
8/1/2025Envestnet Asset Management Inc.149,777$14.09M0.0%-34.2%0.788%
7/30/2025 VCI Wealth Management LLC7,876$741K0.3%+6.7%0.041%
7/29/2025 Stratos Wealth Advisors LLC7,038$662K0.0%+8.7%0.037%
7/28/2025 J.Safra Asset Management Corp6,869$650K0.0%-28.2%0.036%
7/25/2025 Atria Wealth Solutions Inc.12,651$1.21M0.0%-49.6%0.067%
7/25/2025 Ellis Investment Partners LLC13,541$1.27M0.2%-1.6%0.071%
7/25/2025 Apollon Wealth Management LLC106,915$10.06M0.2%+2.2%0.563%
7/24/2025 Blue Trust Inc.1,377$130K0.0%-42.1%0.007%
7/24/2025 Robertson Stephens Wealth Management LLC4,113$387K0.0%-3.7%0.022%
7/23/2025 Hall Capital Management Co. Inc.5,407$509K0.2%-7.7%0.028%
7/23/2025 Heck Capital Advisors LLC8,516$801K0.1%-55.2%0.045%
7/22/2025 Grimes & Company Inc.2,959$278K0.0%N/A0.016%
7/22/2025 Yoder Wealth Management Inc.42,187$3.97M2.1%+2.0%0.222%
7/21/2025 Ameritas Advisory Services LLC11,194$1.05M0.1%-25.7%0.059%
7/21/2025 Exchange Capital Management Inc.28,357$2.67M0.4%-2.5%0.149%
7/17/2025 Janney Montgomery Scott LLC28,042$2.64M0.0%-3.5%0.148%
7/17/2025 Smith Salley Wealth Management24,274$2.28M0.1%+0.4%0.128%
7/17/2025 Keystone Global Partners LLC52,522$4.94M2.7%-2.4%0.276%
7/16/2025 Signature Resources Capital Management LLC512$48K0.0%N/A0.003%
7/16/2025 Southern Capital Advisors LLC17,237$1.62M0.8%+9.8%0.091%
7/16/2025 Beaumont Financial Advisors LLC18,996$1.79M0.1%N/A0.100%
7/16/2025 CX Institutional34,586$3.25M0.1%+25.5%0.182%
7/16/2025 Fischer Financial Services Inc.141,243$13.29M3.9%+0.5%0.743%
7/11/2025 Farther Finance Advisors LLC8,349$785K0.0%-25.8%0.044%
7/11/2025 CX Institutional34,586$3.25M0.1%+25.5%0.182%
7/10/2025 Charter Oak Capital Management LLC6,891$648K0.1%-9.3%0.036%
7/10/2025 Fulton Bank N.A.2,310$217K0.0%-34.7%0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC6,827$655K0.0%-3.4%0.036%
7/9/2025 Tounjian Advisory Partners LLC7,778$732K0.1%-3.2%0.041%
7/8/2025 Ehrlich Financial Group2,199$207K0.1%-45.1%0.012%
7/7/2025 Investors Research Corp11,902$1.12M0.2%+12.6%0.063%
5/21/2025Schmidt P J Investment Management Inc.10,599$896K0.2%+4.6%0.055%
5/19/2025Jane Street Group LLC27,816$2.35M0.0%N/A0.144%
5/19/2025Advisory Alpha LLC2,619$221K0.0%-44.5%0.014%
5/16/2025Goldman Sachs Group Inc.18,755$1.59M0.0%N/A0.099%
5/16/2025Jones Financial Companies Lllp26,454$2.24M0.0%+317.7%0.137%
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5/16/2025NewEdge Advisors LLC16,774$1.42M0.0%-20.9%0.087%
5/16/2025Algorithmic Investment Models LLC60,601$5.12M3.8%+6.7%0.315%
5/15/2025EP Wealth Advisors LLC21,347$1.80M0.0%-3.2%0.111%
5/15/2025Cubist Systematic Strategies LLC3,148$266K0.0%N/A0.016%
5/15/2025Royal Bank of Canada125,984$10.65M0.0%+168.7%0.654%
5/15/2025MAI Capital Management881$74K0.0%+17.3%0.005%
5/14/2025PKS Advisory Services LLC3,250$275K0.1%-31.7%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.64,977$5.49M0.0%-17.1%0.338%
5/14/2025Kestra Advisory Services LLC73,834$6.24M0.0%+32.3%0.384%
5/14/2025CW Advisors LLC12,449$1.05M0.0%+2.4%0.065%
5/14/2025Flow Traders U.S. LLC5,969$504K0.0%N/A0.031%
5/14/2025PGIM Custom Harvest LLC6,736$569K0.0%+2.9%0.035%
5/13/2025SFI Advisors LLC52,596$4.45M3.3%-1.8%0.258%
5/13/2025 Keystone Global Partners LLC53,802$4.55M3.2%N/A0.264%
5/13/2025Kovitz Investment Group Partners LLC31,190$2.64M0.0%-69.0%0.153%
5/13/2025Dagco Inc.350$30K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC40,177$3.40M0.0%-6.9%0.197%
5/12/2025AGF Management Ltd.270,079$22.82M0.1%-35.8%1.327%
5/12/2025Meridian Wealth Management LLC9,360$791K0.0%+4.9%0.046%
5/12/2025Atlas Capital Advisors Inc.63,040$5.33M0.7%-16.3%0.310%
5/9/2025Charles Schwab Investment Management Inc.1,246,027$105.30M0.0%-1.7%6.123%
5/9/2025 Atria Wealth Solutions Inc.25,082$2.12M0.0%+84.1%0.123%
5/9/2025Smithfield Trust Co3,586$303K0.0%+9.5%0.018%
5/9/2025Pathway Financial Advisers LLC16,135$1.36M0.5%+3.6%0.079%
5/8/2025Arkadios Wealth Advisors2,589$219K0.0%N/A0.013%
5/7/2025Purkiss Capital Advisors LLC7,022$593K0.4%+58.8%0.035%
5/7/2025LPL Financial LLC113,928$9.63M0.0%+5.5%0.560%
5/7/2025 Fischer Financial Services Inc.140,531$11.88M3.8%+0.3%0.691%
5/6/2025Assetmark Inc.55,788$4.72M0.0%+24.0%0.274%
5/6/2025Cetera Investment Advisers58,194$4.92M0.0%+2.5%0.286%
5/6/2025Lifeworks Advisors LLC25,951$2.19M0.4%+5.3%0.128%
5/6/2025AE Wealth Management LLC650,568$54.98M0.5%+11.7%3.197%
5/6/2025 VCI Wealth Management LLC7,382$624K0.3%-8.8%0.036%
5/6/2025Advocacy Wealth Management Services LLC34,164$2.89M0.2%+728.4%0.168%
5/6/2025 Financial Partners Group Inc2,761$233K0.0%-5.2%0.014%
5/5/2025Kestra Private Wealth Services LLC20,752$1.75M0.0%-6.4%0.102%
5/2/2025 Apollon Wealth Management LLC104,640$8.84M0.2%-61.7%0.514%
5/2/2025Sigma Planning Corp23,442$1.98M0.1%-12.1%0.115%
5/1/2025 CWM LLC1,378$116K0.0%-99.4%0.007%
4/30/2025 Axxcess Wealth Management LLC10,309$871K0.0%+15.5%0.051%
4/30/2025 Stratos Wealth Advisors LLC6,473$547K0.0%+5.6%0.032%
4/30/2025Crossmark Global Holdings Inc.8,730$739K0.0%N/A0.043%
4/29/2025Richard Bernstein Advisors LLC936,579$79.15M1.9%-4.3%4.602%
4/29/2025Brass Tax Wealth Management Inc.2,505$212K0.0%-5.2%0.012%
4/29/2025Envestnet Asset Management Inc.227,612$19.24M0.0%-2.6%1.118%
4/29/2025Bank of New York Mellon Corp9,895$836K0.0%-3.1%0.049%
4/29/2025World Investment Advisors6,610$559K0.0%-12.0%0.032%
4/29/2025Capital Investment Advisory Services LLC1,625$137K0.0%+18.0%0.008%
4/28/2025Penobscot Wealth Management29,687$2.51M1.1%-16.9%0.146%
4/28/2025 DAVENPORT & Co LLC17,426$1.47M0.0%+14.3%0.086%
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4/25/2025 Smith Salley Wealth Management24,169$2.04M0.1%+1.6%0.119%
4/25/2025 J.Safra Asset Management Corp9,569$809K0.1%+20.4%0.047%
4/25/2025Guerra Advisors Inc30,498$2.58M1.4%-70.0%0.150%
4/24/2025 Patron Partners LLC2,664$225K0.1%-11.5%0.013%
4/24/2025Sunbelt Securities Inc.8,669$733K0.1%+4.2%0.043%
4/24/2025 Elevated Capital Advisors LLC12,080$1.02M0.3%-5.5%0.059%
4/24/2025Transcend Capital Advisors LLC13,865$1.17M0.1%-3.8%0.068%
4/23/2025Creative Financial Designs Inc. ADV7,671$648K0.1%-1.6%0.038%
4/23/2025Aspetuck Financial Management LLC6,737$569K0.5%N/A0.033%
4/23/2025Spire Wealth Management8,716$737K0.0%-4.2%0.043%
(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, 211 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. ($105.30M), Richard Bernstein Advisors LLC ($79.15M), AE Wealth Management LLC ($54.98M), AGF Management Ltd. ($22.82M), and Monumental Financial Group Inc. ($21.69M).Learn more on Fidelity MSCI Consumer Discretionary Index ETF's institutional investors.

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

Of the 174 institutional investors that purchased Fidelity MSCI Consumer Discretionary Index ETF's 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 ($282.99K), Apollon Wealth Management LLC ($275.82K), Envestnet Asset Management Inc. ($201.33K), Vicus Capital ($177.28K), International Assets Investment Management LLC ($164.93K), and Beaumont Capital Management LLC ($164.54K).

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

Institutional investors have bought a total of 1,908,391 shares in the last 24 months. This purchase volume represents approximately $172.56M in transactions.

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

Of the 84 institutional investors that sold Fidelity MSCI Consumer Discretionary Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($240.43K), Apollon Wealth Management LLC ($168.90K), AGF Management Ltd. ($150.83K), Envestnet Asset Management Inc. ($115.81K), JPMorgan Chase & Co. ($81.08K), Bank of America Corp DE ($76.93K), and Kovitz Investment Group Partners LLC ($73.31K).

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

Institutional investors have sold a total of 1,477,489 shares in the last 24 months. This volume of shares sold represents approximately $130.65M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 8/2/2025 by MarketBeat.com Staff
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