Free Trial
→ Ticking time bomb. Detonation Nov 5 (From Porter & Company) (Ad) Free FDIS Stock Alerts

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$87.73
-0.19 (-0.22%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$161.32M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$40.75M
Get FDIS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Consumer Discretionary Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDIS Institutional Buying and Selling by Quarter

Fidelity MSCI Consumer Discretionary Index ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/1/2024 Atria Investments Inc10,625$940K0.0%N/A0.061%
11/1/2024 Assetmark Inc.16,397$1.45M0.0%+163,870.0%0.093%
10/30/2024 Centennial Wealth Advisory LLC4,262$377K0.1%+24.9%0.024%
10/30/2024 ASB Consultores LLC3,392$300K0.1%N/A0.019%
10/30/2024 Cary 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%
10/29/2024 Farther Finance Advisors LLC9,533$843K0.0%+79,341.7%0.054%
10/28/2024 Interchange Capital Partners LLC4,182$370K0.1%N/A0.024%
10/28/2024 Creative Financial Designs Inc. ADV67,371$5.96M0.5%+9.5%0.384%
10/28/2024 Penobscot Wealth Management34,605$3.06M1.7%+8.8%0.197%
10/25/2024 Pathway Financial Advisers LLC15,491$1.37M0.0%-3.6%0.088%
10/25/2024 Integrated Advisors Network LLC3,125$276K0.0%-6.7%0.018%
10/24/2024 J.W. Cole Advisors Inc.19,050$1.69M0.1%-4.4%0.109%
10/24/2024 Ellis 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%
10/24/2024 Pathway Financial Advisers LLC15,491$1.37M0.0%-3.6%0.088%
10/23/2024 Schmidt 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%
10/23/2024 Yoder 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%
10/21/2024 Monumental 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%
10/16/2024 B.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%
10/15/2024 NBC Securities Inc.5,545$490K0.0%-2.7%0.032%
10/11/2024 Creative Planning4,618$408K0.0%-24.8%0.026%
10/11/2024 CX 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%
10/7/2024 Alpha 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%
8/20/2024 Pathway 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%
This is treason (Ad)

If you missed it, my emergency election broadcast is now available - but will be removed soon

Click here to watch it now.
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%
8/16/2024 Creative 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%
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%
7/30/2024 Penobscot 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%
7/26/2024 Cambridge Investment Research Advisors Inc.32,014$2.59M0.0%-7.9%0.182%
7/25/2024 Southern Capital Advisors LLC13,585$1.10M0.7%+5.3%0.077%
7/24/2024 Charter Oak Capital Management LLC7,807$632K0.1%-5.9%0.044%
7/23/2024 American National Bank2,487$201K0.0%+273.4%0.014%
7/23/2024 Exchange Capital Management Inc.31,349$2.54M0.4%-2.6%0.179%
7/22/2024Atria Wealth Solutions Inc.21,780$1.76M0.0%-20.8%0.124%
7/22/2024 Centennial Wealth Advisory LLC3,411$276K0.1%N/A0.019%
7/22/2024 Dakota Wealth Management7,445$603K0.0%+2.7%0.042%
7/19/2024Raymond James & Associates18,952$1.54M0.0%-2.4%0.108%
7/18/2024 Gradient Investments LLC623$50K0.0%N/A0.004%
7/18/2024 Brookstone Capital Management47,729$4.04M0.1%+3.9%0.272%
7/17/2024J.Safra Asset Management Corp963$78K0.0%N/A0.005%
7/16/2024 Envestnet Portfolio Solutions Inc.2,571$208K0.0%+5.7%0.015%
7/16/2024 Wealth Enhancement Advisory Services LLC7,026$569K0.0%+17.8%0.040%
7/12/2024 Maltin Wealth Management Inc.30,587$2.48M1.3%+2.6%0.174%
7/11/2024 CX Institutional19,627$1.59M0.1%-15.0%0.112%
5/29/2024 Pathway Financial Advisers LLC16,209$1.34M0.5%N/A0.092%
5/24/2024Cetera Investment Advisers24,733$2.04M0.0%N/A0.141%
5/17/2024Comerica Bank1,470$121K0.0%+25.5%0.008%
5/15/2024SVB Wealth LLC3,340$275K0.0%-12.8%0.019%
5/15/2024Linscomb Wealth Inc.3,455$285K0.0%N/A0.020%
5/14/2024Axxcess Wealth Management LLC7,791$643K0.0%-10.3%0.044%
5/14/2024EP Wealth Advisors LLC21,719$1.79M0.0%-7.1%0.124%
5/13/2024Atlanta Consulting Group Advisors LLC1,039$86K0.0%N/A0.006%
5/10/2024Osaic Holdings Inc.105,863$8.74M0.0%+18.1%0.603%
5/9/2024 Eagle Bay Advisors LLC400$33K0.0%N/A0.002%
5/8/2024 Advisors Preferred LLC1,297$106K0.0%-40.1%0.007%
5/7/2024KCM Investment Advisors LLC50,677$4.18M0.2%+0.5%0.289%
5/7/2024Smithfield Trust Co3,175$262K0.0%+182.2%0.018%
5/6/2024 Envestnet Portfolio Solutions Inc.2,433$201K0.0%N/A0.014%
5/6/2024Advisory Services Network LLC37,463$3.09M0.1%+13.2%0.213%
5/3/2024 Southern Capital Advisors LLC12,904$1.06M0.6%+12.9%0.074%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate
5/3/2024GSA Capital Partners LLP12,510$1.03M0.1%+49.4%0.071%
5/3/2024 Smith Salley Wealth Management24,249$2M0.2%+4.3%0.138%
5/2/2024 Lincoln National Corp42,348$3.49M0.1%+13.0%0.241%
5/1/2024 Janney Montgomery Scott LLC26,207$2.16M0.0%+4.6%0.149%
4/30/2024 J.W. Cole Advisors Inc.19,878$1.64M0.1%+3.2%0.113%
4/29/2024Commonwealth Equity Services LLC178,603$14.73M0.0%-13.6%1.015%
4/26/2024 Schmidt P J Investment Management Inc.7,729$637K0.1%+22.6%0.044%
4/25/2024Triumph Capital Management12,088$990K0.4%N/A0.069%
4/25/2024 Cambridge Investment Research Advisors Inc.34,757$2.87M0.0%-21.9%0.197%
4/24/2024 Spire Wealth Management10,124$835K0.0%-5.0%0.058%
(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, 156 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. ($98.67M), 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 Commonwealth Equity Services LLC ($12.53M).Learn more on FDIS's institutional investors.

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

Of the 131 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. ($607.71K), 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 3,585,378 shares in the last 24 months. This purchase volume represents approximately $266.75M in transactions.

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

Of the 86 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: Commonwealth Equity Services LLC ($78.78K), Raymond James Financial Services Advisors Inc. ($73.87K), Prudential Financial Inc. ($71.97K), 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 1,033,169 shares in the last 24 months. This volume of shares sold represents approximately $72.78M in transactions.


Related Companies

This page (NYSEARCA:FDIS) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners
2 sentences that change everything you THOUGHT you knew about trading
If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfas...
Investing Daily | Sponsored
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
Election warning coming true…
If you missed it, my emergency election broadcast is now available - watch it before it's too late.
Porter & Company | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
A Totally New ‘Income Coin’
Buckle up… Because this might shatter everything you thought you knew about "income trading." In fact, i...
Crypto 101 Media | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
A new way to play the AI boom (act before November 19)
There's a new way to play the $15 trillion AI boom. And it's so simple - you can do it right now with as li...
Behind the Markets | Sponsored