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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$99.31 +0.40 (+0.40%)
(As of 12/20/2024 04:33 PM ET)
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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)
94
Total
Institutional Inflows
(last 12 months)
$173.95M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$38.92M
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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
12/13/2024 B. Riley Wealth Advisors Inc.5,901$515K0.0%-4.1%0.034%
11/27/2024 Franklin Resources Inc.4,583$399K0.0%+189.5%0.026%
11/25/2024 World Investment Advisors LLC7,458$660K0.0%+1.7%0.042%
11/25/2024 Sanctuary Advisors LLC20,561$1.97M0.0%N/A0.117%
11/18/2024 Sunbelt Securities Inc.8,045$711K0.1%+7.7%0.046%
11/15/2024 MML Investors Services LLC9,297$822K0.0%+97.2%0.053%
11/15/2024 Glen Eagle Advisors LLC1,404$124K0.0%-10.8%0.008%
11/15/2024 EP Wealth Advisors LLC22,609$2M0.0%-13.7%0.129%
11/15/2024 Jane Street Group LLC29,805$2.64M0.0%+14.6%0.170%
11/15/2024 Kovitz Investment Group Partners LLC103,683$9.18M0.1%-0.8%0.591%
11/15/2024 Stifel Financial Corp65,377$5.78M0.0%+15.5%0.373%
11/15/2024 HighTower Advisors LLC43,534$3.85M0.0%-3.2%0.248%
11/14/2024 Rockefeller Capital Management L.P.16,882$1.49M0.0%-12.1%0.096%
11/13/2024 BNP Paribas Financial Markets50,000$4.42M0.0%N/A0.285%
11/13/2024 FMR 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%
11/12/2024 Meridian Wealth Management LLC11,205$991K0.0%N/A0.064%
11/12/2024 Investors Research Corp9,173$811K0.2%+5.8%0.052%
11/12/2024 Charles Schwab Investment Management Inc.1,296,596$114.67M0.0%+1.3%7.388%
11/12/2024 Smithfield Trust Co3,275$290K0.0%+46.5%0.019%
11/8/2024 Stonebridge Financial Planning Group LLC8,887$786K0.4%-1.4%0.051%
11/8/2024 Hilton Capital Management LLC4,164$368K0.0%-5.5%0.024%
11/7/2024 Thrivent Financial for Lutherans145,922$12.91M0.0%+3,150.7%0.831%
11/6/2024 Signature Estate & Investment Advisors LLC2,288$202K0.0%N/A0.013%
11/6/2024 Lifeworks Advisors LLC19,377$1.71M0.3%+28.6%0.110%
11/5/2024 Patron Partners LLC3,025$268K0.1%N/A0.017%
11/4/2024 Venturi Wealth Management LLC1,461$129K0.0%+3,552.5%0.008%
11/4/2024 Proffitt & Goodson Inc.695$61K0.0%-14.8%0.004%
11/4/2024 Axxcess Wealth Management LLC8,710$770K0.0%+10.5%0.050%
11/4/2024 Sigma 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%
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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%
9/23/2024 Centaurus Financial Inc.4,703$381K0.0%-5.6%0.027%
8/22/2024 Cetera 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%
8/19/2024 EP Wealth Advisors LLC26,192$2.12M0.0%+20.6%0.149%
8/19/2024 B. Riley Wealth Advisors Inc.6,151$498K0.0%+12.5%0.035%
8/16/2024 Regal Investment Advisors LLC11,769$953K0.1%+18.4%0.067%
8/16/2024 Northwestern Mutual Wealth Management Co.16,277$1.32M0.0%-75.5%0.093%
8/16/2024 NewEdge Advisors LLC24,849$2.01M0.0%+156.5%0.142%
8/16/2024 Creative Planning6,139$497K0.0%+37.0%0.035%
8/13/2024 AE Wealth Management LLC380,226$30.80M0.3%+84.6%2.167%
8/13/2024 Benjamin Edwards Inc.1,285$104K0.0%N/A0.007%
8/12/2024 Mercer Global Advisors Inc. ADV3,554$288K0.0%-35.6%0.020%
8/9/2024 Renaissance Technologies LLC3,900$316K0.0%-38.1%0.022%
8/8/2024 Envestnet Asset Management Inc.92,207$7.47M0.0%-17.2%0.525%
8/8/2024 Stonebridge Financial Planning Group LLC9,012$730K0.4%-7.4%0.051%
8/7/2024 AGF 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%
7/30/2024 Atlas 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%
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7/23/2024 Exchange Capital Management Inc.31,349$2.54M0.4%-2.6%0.179%
7/22/2024 Atria 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%
7/17/2024 J.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%
(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, 163 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 140 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 3,659,212 shares in the last 24 months. This purchase volume represents approximately $279.23M in transactions.

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

Of the 83 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), Connectus Wealth LLC ($65.36K), Northwestern Mutual Wealth Management Co. ($50.20K), Fisher Asset Management LLC ($43.54K), Atria Wealth Solutions Inc. ($43.49K), and Monumental Financial Group Inc. ($36.67K).

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

Institutional investors have sold a total of 836,663 shares in the last 24 months. This volume of shares sold represents approximately $61.07M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 12/21/2024 by MarketBeat.com Staff
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