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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$100.13 -1.09 (-1.08%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$100.44 +0.31 (+0.31%)
As of 08/29/2025 04:52 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)
145
Total
Institutional Inflows
(last 12 months)
$236.91M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$212.77M
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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
8/27/2025 Orion Porfolio Solutions LLC16,987$1.60M0.0%+5.2%0.089%
8/26/2025 Thrivent Financial for Lutherans23,026$2.17M0.0%-19.4%0.121%
8/21/2025 Pathway Financial Advisers LLC16,339$1.54M0.5%+1.3%0.086%
8/19/2025 B. Riley Wealth Advisors Inc.5,536$521K0.0%N/A0.029%
8/19/2025 Advisory Services Network LLC7,269$697K0.0%-84.7%0.038%
8/15/2025 Corient Private Wealth LLC2,410$227K0.0%-41.2%0.013%
8/15/2025 Redwood Financial Network Corp2,614$246K0.2%N/A0.014%
8/15/2025 Orion Porfolio Solutions LLC30,448$2.86M0.0%+88.6%0.160%
8/15/2025 Hilton Capital Management LLC6,300$593K0.0%-19.3%0.033%
8/15/2025 IHT Wealth Management LLC4,564$429K0.0%N/A0.024%
8/15/2025 EP Wealth Advisors LLC20,229$1.90M0.0%-5.2%0.106%
8/15/2025 Benjamin Edwards Inc.4,033$379K0.0%-18.0%0.021%
8/15/2025 Bank of America Corp DE923,778$86.90M0.0%-41.6%4.862%
8/15/2025 Ameriprise Financial Inc.71,296$6.71M0.0%+69.7%0.375%
8/14/2025 Jane Street Group LLC29,207$2.75M0.0%+5.0%0.154%
8/14/2025 Raymond James Financial Inc.12,375$1.16M0.0%+9.0%0.065%
8/14/2025 NewEdge Advisors LLC15,200$1.43M0.0%-9.4%0.080%
8/14/2025 Qube Research & Technologies Ltd1,954$184K0.0%-12.1%0.010%
8/13/2025 PGIM Custom Harvest LLC6,440$606K0.0%-4.4%0.034%
8/13/2025 CW Advisors LLC3,310$312K0.0%-73.4%0.017%
8/13/2025 Advocacy Wealth Management Services LLC27,955$2.63M0.2%-18.2%0.147%
8/13/2025 Fisher Asset Management LLC70,644$6.65M0.0%+0.2%0.372%
8/13/2025 Lido Advisors LLC1,359,670$127.90M0.5%-9.0%7.156%
8/13/2025 Northwestern Mutual Wealth Management Co.41,619$3.92M0.0%-35.9%0.219%
8/12/2025 J.W. Cole Advisors Inc.19,225$1.81M0.0%+143.4%0.101%
8/12/2025 Steward Partners Investment Advisory LLC38,176$3.59M0.0%+2,104.2%0.201%
8/12/2025 Eley Financial Management Inc4,503$424K0.2%-5.1%0.024%
8/12/2025 Charles Schwab Investment Management Inc.1,211,514$113.97M0.0%-2.8%6.376%
8/12/2025 Franklin Resources Inc.3,000$282K0.0%-34.5%0.016%
8/12/2025 JPMorgan Chase & Co.1,072$101K0.0%+136.1%0.006%
8/12/2025 Howe & Rusling Inc.397$37K0.0%N/A0.002%
8/11/2025 SFI Advisors LLC50,029$4.71M3.3%-4.9%0.263%
8/8/2025 Rockefeller Capital Management L.P.13,950$1.31M0.0%+2.8%0.073%
8/8/2025 Cetera Investment Advisers52,344$4.92M0.0%-10.1%0.275%
8/8/2025 Creative Planning5,361$504K0.0%+2.6%0.028%
8/8/2025 Meridian Wealth Management LLC8,999$847K0.0%-3.9%0.047%
8/8/2025 Independence Financial Advisors LLC58,594$5.51M2.1%N/A0.308%
8/8/2025 Smithfield Trust Co3,931$370K0.0%+9.6%0.021%
8/8/2025 PNC Financial Services Group Inc.1,456$137K0.0%-10.0%0.008%
8/7/2025 PFG Advisors665,707$62.62M2.0%+22,112.4%3.504%
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8/6/2025 AGF Management Ltd.274,125$25.79M0.1%+1.5%1.443%
8/6/2025 AE Wealth Management LLC679,914$63.96M0.5%+4.5%3.578%
8/6/2025 Maltin Wealth Management Inc.34,141$3.21M1.4%+2.9%0.180%
8/6/2025 Mcrae Capital Management Inc.3,239$305K0.1%N/A0.017%
8/6/2025 Aspetuck Financial Management LLC7,108$669K0.5%+5.5%0.037%
8/6/2025 Soltis Investment Advisors LLC6,701$630K0.0%-3.9%0.035%
8/6/2025 Stonebridge Financial Planning Group LLC8,710$819K0.3%+3.5%0.046%
8/5/2025 Sigma Planning Corp24,022$2.26M0.1%+2.5%0.126%
8/5/2025 Lifeworks Advisors LLC24,831$2.34M0.3%-4.3%0.131%
8/4/2025 AlphaStar Capital Management LLC10,790$1.02M0.1%N/A0.057%
8/4/2025 Creative Financial Designs Inc. ADV6,836$643K0.0%-10.9%0.036%
8/4/2025 Atria Investments Inc4,658$438K0.0%-45.4%0.025%
8/4/2025 Assetmark Inc.65,079$6.12M0.0%+16.7%0.343%
8/4/2025 Spire Wealth Management8,391$789K0.0%-3.7%0.044%
8/4/2025 Arkadios Wealth Advisors2,706$255K0.0%+4.5%0.014%
8/4/2025 World Investment Advisors6,267$590K0.0%-5.2%0.033%
8/1/2025 Purkiss Capital Advisors LLC6,377$600K0.3%-9.2%0.034%
8/1/2025 SYM FINANCIAL Corp524$49K0.0%N/A0.003%
8/1/2025 Penobscot Wealth Management32,417$3.05M1.1%+9.2%0.171%
8/1/2025 Schmidt P J Investment Management Inc.14,208$1.34M0.2%+34.1%0.075%
8/1/2025 Envestnet 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%
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7/7/2025 Investors Research Corp11,902$1.12M0.2%+12.6%0.063%
5/21/2025 Schmidt P J Investment Management Inc.10,599$896K0.2%+4.6%0.055%
5/19/2025 Jane Street Group LLC27,816$2.35M0.0%N/A0.144%
5/19/2025 Advisory Alpha LLC2,619$221K0.0%-44.5%0.014%
5/16/2025 Goldman Sachs Group Inc.18,755$1.59M0.0%N/A0.099%
5/16/2025 Jones Financial Companies Lllp26,454$2.24M0.0%+317.7%0.137%
5/16/2025 NewEdge Advisors LLC16,774$1.42M0.0%-20.9%0.087%
5/16/2025 Algorithmic Investment Models LLC60,601$5.12M3.8%+6.7%0.315%
5/15/2025 EP Wealth Advisors LLC21,347$1.80M0.0%-3.2%0.111%
5/15/2025 Cubist Systematic Strategies LLC3,148$266K0.0%N/A0.016%
(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, 218 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($127.90M), Charles Schwab Investment Management Inc. ($113.97M), Bank of America Corp DE ($86.90M), Richard Bernstein Advisors LLC ($79.15M), AE Wealth Management LLC ($63.96M), PFG Advisors ($62.62M), and AGF Management Ltd. ($25.79M).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 179 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: PFG Advisors ($662.71K), Charles Schwab Investment Management Inc. ($619.89K), AE Wealth Management LLC ($312.33K), Apollon Wealth Management LLC ($275.82K), Vicus Capital ($177.28K), International Assets Investment Management LLC ($164.93K), and Thrivent Financial for Lutherans ($141.43K).

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

Institutional investors have bought a total of 2,559,349 shares in the last 24 months. This purchase volume represents approximately $236.91M in transactions.

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

Of the 97 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: Bank of America Corp DE ($736.25K), CWM LLC ($240.43K), Apollon Wealth Management LLC ($168.90K), AGF Management Ltd. ($150.83K), Lido Advisors LLC ($133.91K), Envestnet Asset Management Inc. ($96.64K), and Charles Schwab Investment Management Inc. ($85.08K).

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

Institutional investors have sold a total of 2,340,056 shares in the last 24 months. This volume of shares sold represents approximately $212.77M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 8/30/2025 by MarketBeat.com Staff
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