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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$100.00 +1.40 (+1.42%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$165.95M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$45.10M
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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
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%
1/15/2025 Decker Retirement Planning Inc.364$35K0.0%N/A0.002%
1/13/2025 Elevated Capital Advisors LLC12,779$1.25M0.3%+105.0%0.073%
1/13/2025 Brookstone Capital Management11,262$1.10M0.0%-77.4%0.064%
1/10/2025 Lynch & Associates IN17,864$1.74M0.4%-3.0%0.102%
1/10/2025 Wealth Enhancement Advisory Services LLC7,584$739K0.0%+8.5%0.043%
1/8/2025 Fulton Bank N.A.3,579$349K0.0%N/A0.020%
12/26/2024JPMorgan Chase & Co.5,228$462K0.0%-93.8%0.030%
12/13/2024B. Riley Wealth Advisors Inc.5,901$515K0.0%-4.1%0.034%
11/27/2024Franklin Resources Inc.4,583$399K0.0%+189.5%0.026%
11/25/2024World Investment Advisors LLC7,458$660K0.0%+1.7%0.042%
11/25/2024Sanctuary Advisors LLC20,561$1.97M0.0%N/A0.117%
11/18/2024Sunbelt Securities Inc.8,045$711K0.1%+7.7%0.046%
11/15/2024MML Investors Services LLC9,297$822K0.0%+97.2%0.053%
11/15/2024Glen Eagle Advisors LLC1,404$124K0.0%-10.8%0.008%
11/15/2024EP Wealth Advisors LLC22,609$2M0.0%-13.7%0.129%
11/15/2024Jane Street Group LLC29,805$2.64M0.0%+14.6%0.170%
11/15/2024Kovitz Investment Group Partners LLC103,683$9.18M0.1%-0.8%0.591%
11/15/2024Stifel Financial Corp65,377$5.78M0.0%+15.5%0.373%
11/15/2024HighTower Advisors LLC43,534$3.85M0.0%-3.2%0.248%
11/14/2024Rockefeller Capital Management L.P.16,882$1.49M0.0%-12.1%0.096%
11/13/2024BNP Paribas Financial Markets50,000$4.42M0.0%N/A0.285%
11/13/2024FMR LLC35,478$3.14M0.0%+5.9%0.202%
11/13/2024Fisher Asset Management LLC103,307$9.14M0.0%+15.5%0.589%
11/12/2024Larson Financial Group LLC590$52K0.0%N/A0.003%
11/12/2024Meridian Wealth Management LLC11,205$991K0.0%N/A0.064%
11/12/2024Investors Research Corp9,173$811K0.2%+5.8%0.052%
11/12/2024Charles Schwab Investment Management Inc.1,296,596$114.67M0.0%+1.3%7.388%
11/12/2024Smithfield Trust Co3,275$290K0.0%+46.5%0.019%
11/8/2024Stonebridge Financial Planning Group LLC8,887$786K0.4%-1.4%0.051%
11/8/2024Hilton Capital Management LLC4,164$368K0.0%-5.5%0.024%
11/7/2024Thrivent Financial for Lutherans145,922$12.91M0.0%+3,150.7%0.831%
11/6/2024Signature Estate & Investment Advisors LLC2,288$202K0.0%N/A0.013%
11/6/2024Lifeworks Advisors LLC19,377$1.71M0.3%+28.6%0.110%
11/5/2024Patron Partners LLC3,025$268K0.1%N/A0.017%
11/4/2024Venturi Wealth Management LLC1,461$129K0.0%+3,552.5%0.008%
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11/4/2024Proffitt & Goodson Inc.695$61K0.0%-14.8%0.004%
11/4/2024Axxcess Wealth Management LLC8,710$770K0.0%+10.5%0.050%
11/4/2024Sigma Planning Corp11,126$984K0.0%-3.1%0.063%
11/1/2024Atria Investments Inc10,625$940K0.0%N/A0.061%
11/1/2024Assetmark Inc.16,397$1.45M0.0%+163,870.0%0.093%
10/30/2024Centennial Wealth Advisory LLC4,262$377K0.1%+24.9%0.024%
10/30/2024ASB Consultores LLC3,392$300K0.1%N/A0.019%
10/30/2024Cary Street Partners Asset Management LLC3,078$272K0.0%N/A0.018%
10/29/2024 Janney Montgomery Scott LLC29,681$2.63M0.0%+14.9%0.169%
10/29/2024Farther Finance Advisors LLC9,533$843K0.0%+79,341.7%0.054%
10/28/2024Interchange Capital Partners LLC4,182$370K0.1%N/A0.024%
10/28/2024Creative Financial Designs Inc. ADV67,371$5.96M0.5%+9.5%0.384%
10/28/2024Penobscot Wealth Management34,605$3.06M1.7%+8.8%0.197%
10/25/2024Pathway Financial Advisers LLC15,491$1.37M0.0%-3.6%0.088%
10/25/2024Integrated Advisors Network LLC3,125$276K0.0%-6.7%0.018%
10/24/2024J.W. Cole Advisors Inc.19,050$1.69M0.1%-4.4%0.109%
10/24/2024Ellis Investment Partners LLC15,232$1.35M0.3%-3.1%0.087%
10/24/2024 Smith Salley Wealth Management25,082$2.22M0.1%+3.1%0.143%
10/24/2024Pathway Financial Advisers LLC15,491$1.37M0.0%-3.6%0.088%
10/23/2024Schmidt P J Investment Management Inc.9,537$843K0.1%+22.4%0.054%
10/23/2024 Dakota Wealth Management4,585$406K0.0%-38.4%0.026%
10/23/2024Yoder Wealth Management Inc.38,023$3.36M2.0%+6.1%0.217%
10/22/2024 Elevated Capital Advisors LLC6,233$551K0.1%N/A0.036%
10/22/2024 Magnolia Capital Management Ltd.7,685$680K0.5%-14.7%0.044%
10/21/2024Monumental Financial Group Inc.245,274$21.69M8.0%+13.2%1.398%
10/18/2024Stratos Wealth Advisors LLC6,120$541K0.0%+9.0%0.035%
10/16/2024B.O.S.S. Retirement Advisors LLC11,124$984K0.2%+40.5%0.063%
10/16/2024 Amplius Wealth Advisors LLC2,402$212K0.0%N/A0.014%
10/16/2024 Lynch & Associates IN18,418$1.63M0.3%+5.4%0.105%
10/15/2024NBC Securities Inc.5,545$490K0.0%-2.7%0.032%
10/11/2024Creative Planning4,618$408K0.0%-24.8%0.026%
10/11/2024CX Institutional19,255$1.70M0.1%-1.9%0.110%
10/9/2024 Maltin Wealth Management Inc.31,285$2.77M1.3%+2.3%0.178%
10/8/2024 Brookstone Capital Management49,908$4.41M0.1%+4.6%0.284%
10/7/2024Alpha Financial Partners LLC4,031$357K0.3%N/A0.023%
10/2/2024 American National Bank & Trust2,614$231K0.0%+5.1%0.015%
9/23/2024Centaurus Financial Inc.4,703$381K0.0%-5.6%0.027%
8/22/2024Cetera Investment Advisers31,986$2.59M0.0%+29.3%0.182%
8/20/2024Pathway Financial Advisers LLC16,072$1.30M0.5%-0.8%0.092%
8/19/2024EP Wealth Advisors LLC26,192$2.12M0.0%+20.6%0.149%
8/19/2024B. Riley Wealth Advisors Inc.6,151$498K0.0%+12.5%0.035%
8/16/2024Regal Investment Advisors LLC11,769$953K0.1%+18.4%0.067%
8/16/2024Northwestern Mutual Wealth Management Co.16,277$1.32M0.0%-75.5%0.093%
8/16/2024NewEdge Advisors LLC24,849$2.01M0.0%+156.5%0.142%
8/16/2024Creative Planning6,139$497K0.0%+37.0%0.035%
8/13/2024AE Wealth Management LLC380,226$30.80M0.3%+84.6%2.167%
8/13/2024Benjamin Edwards Inc.1,285$104K0.0%N/A0.007%
8/12/2024Mercer Global Advisors Inc. ADV3,554$288K0.0%-35.6%0.020%
8/9/2024Renaissance Technologies LLC3,900$316K0.0%-38.1%0.022%
8/8/2024Envestnet Asset Management Inc.92,207$7.47M0.0%-17.2%0.525%
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8/8/2024Stonebridge Financial Planning Group LLC9,012$730K0.4%-7.4%0.051%
8/7/2024AGF Management Ltd.204,413$16.56M0.1%+18.4%1.165%
8/6/2024 Lynch & Associates IN17,474$1.42M0.3%+3.2%0.100%
7/31/2024Commonwealth Equity Services LLC154,639$12.53M0.0%-13.4%0.881%
7/30/2024 International Assets Investment Management LLC1,038$84K0.0%N/A0.006%
7/30/2024Atlas Capital Advisors LLC53,429$4.33M0.6%-36.8%0.304%
7/30/2024Penobscot Wealth Management31,798$2.64M1.6%+8.4%0.181%
7/29/2024 Ameritas Advisory Services LLC14,619$1.18M0.0%-6.5%0.083%
7/26/2024Cambridge Investment Research Advisors Inc.32,014$2.59M0.0%-7.9%0.182%
7/25/2024Southern Capital Advisors LLC13,585$1.10M0.7%+5.3%0.077%
(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, 165 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($114.67M), Lido Advisors LLC ($78.30M), AE Wealth Management LLC ($30.80M), Monumental Financial Group Inc. ($21.69M), AGF Management Ltd. ($16.56M), Vicus Capital ($14.62M), and Thrivent Financial for Lutherans ($12.91M).Learn more on FDIS's institutional investors.

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

Of the 141 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), Envestnet Asset Management Inc. ($206.38K), EP Wealth Advisors LLC ($183.10K), Vicus Capital ($177.28K), International Assets Investment Management LLC ($164.93K), and Beaumont Capital Management LLC ($164.13K).

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

Institutional investors have bought a total of 3,694,416 shares in the last 24 months. This purchase volume represents approximately $283.16M in transactions.

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

Of the 85 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. ($78.83K), Commonwealth Equity Services LLC ($78.78K), Raymond James Financial Services Advisors Inc. ($73.87K), Connectus Wealth LLC ($65.36K), Northwestern Mutual Wealth Management Co. ($50.20K), Fisher Asset Management LLC ($43.54K), and Atria Wealth Solutions Inc. ($43.49K).

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

Institutional investors have sold a total of 955,666 shares in the last 24 months. This volume of shares sold represents approximately $71.98M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 1/21/2025 by MarketBeat.com Staff
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