Free Trial

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$90.98 -0.71 (-0.77%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$90.90 -0.09 (-0.09%)
As of 05/23/2025 06:19 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.

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)
$170.29M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$125.02M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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/A0.097%
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%
5/15/2025 Royal Bank of Canada125,984$10.65M0.0%+168.7%0.654%
5/15/2025 MAI Capital Management881$74K0.0%+17.3%0.005%
5/14/2025 PKS Advisory Services LLC3,250$275K0.1%-31.7%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.64,977$5.49M0.0%-17.1%0.338%
5/14/2025 Kestra Advisory Services LLC73,834$6.24M0.0%+32.3%0.384%
5/14/2025 CW Advisors LLC12,449$1.05M0.0%+2.4%0.065%
5/14/2025 Flow Traders U.S. LLC5,969$504K0.0%N/A0.031%
5/14/2025 PGIM Custom Harvest LLC6,736$569K0.0%+2.9%0.035%
5/13/2025 SFI Advisors LLC52,596$4.45M3.3%-1.8%0.258%
5/13/2025 Keystone Global Partners LLC53,802$4.55M3.2%N/A0.264%
5/13/2025 Kovitz Investment Group Partners LLC31,190$2.64M0.0%-69.0%0.153%
5/13/2025 Dagco Inc.350$30K0.0%N/A0.002%
5/13/2025 HighTower Advisors LLC40,177$3.40M0.0%-6.9%0.197%
5/12/2025 AGF Management Ltd.270,079$22.82M0.1%-35.8%1.327%
5/12/2025 Meridian Wealth Management LLC9,360$791K0.0%+4.9%0.046%
5/12/2025 Atlas Capital Advisors Inc.63,040$5.33M0.7%-16.3%0.310%
5/9/2025 Charles 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%
5/9/2025 Smithfield Trust Co3,586$303K0.0%+9.5%0.018%
5/9/2025 Pathway Financial Advisers LLC16,135$1.36M0.5%+3.6%0.079%
5/8/2025 Arkadios Wealth Advisors2,589$219K0.0%N/A0.013%
5/7/2025 Purkiss Capital Advisors LLC7,022$593K0.4%+58.8%0.035%
5/7/2025 LPL 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%
5/6/2025 Assetmark Inc.55,788$4.72M0.0%+24.0%0.274%
5/6/2025 Cetera Investment Advisers58,194$4.92M0.0%+2.5%0.286%
5/6/2025 Lifeworks Advisors LLC25,951$2.19M0.4%+5.3%0.128%
5/6/2025 AE 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%
5/6/2025 Advocacy 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/5/2025 Kestra 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%
5/2/2025 Sigma 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%
4/30/2025 Crossmark Global Holdings Inc.8,730$739K0.0%N/A0.043%
4/29/2025 Richard Bernstein Advisors LLC936,579$79.15M1.9%-4.3%4.602%
4/29/2025 Brass Tax Wealth Management Inc.2,505$212K0.0%-5.2%0.012%
4/29/2025 Envestnet Asset Management Inc.227,612$19.24M0.0%-2.6%1.118%
4/29/2025 Bank of New York Mellon Corp9,895$836K0.0%-3.1%0.049%
4/29/2025 World Investment Advisors6,610$559K0.0%-12.0%0.032%
4/29/2025 Capital Investment Advisory Services LLC1,625$137K0.0%+18.0%0.008%
4/28/2025 Penobscot Wealth Management29,687$2.51M1.1%-16.9%0.146%
4/28/2025 DAVENPORT & Co LLC17,426$1.47M0.0%+14.3%0.086%
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%
4/25/2025 Guerra Advisors Inc30,498$2.58M1.4%-70.0%0.150%
4/24/2025 Patron Partners LLC2,664$225K0.1%-11.5%0.013%
4/24/2025 Sunbelt 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%
4/24/2025 Transcend Capital Advisors LLC13,865$1.17M0.1%-3.8%0.068%
4/23/2025 Creative Financial Designs Inc. ADV7,671$648K0.1%-1.6%0.038%
4/23/2025 Aspetuck Financial Management LLC6,737$569K0.5%N/A0.033%
4/23/2025 Spire Wealth Management8,716$737K0.0%-4.2%0.043%
4/23/2025 Southern Capital Advisors LLC15,700$1.33M0.7%+14.8%0.077%
4/22/2025 Yoder Wealth Management Inc.41,359$3.50M2.0%+3.8%0.203%
4/22/2025 Cambridge Investment Research Advisors Inc.35,499$3M0.0%-2.6%0.174%
4/22/2025 Ellis Investment Partners LLC13,766$1.16M0.2%-1.7%0.068%
4/21/2025 Blue Trust Inc.2,379$201K0.0%+142.5%0.012%
4/21/2025 Envestnet Portfolio Solutions Inc.3,292$278K0.0%-40.9%0.016%
4/21/2025 Centennial Wealth Advisory LLC4,741$401K0.1%+7.8%0.023%
4/17/2025 Robertson Stephens Wealth Management LLC4,272$361K0.0%-18.6%0.021%
4/17/2025 Lynch & Associates IN18,181$1.54M0.3%+1.8%0.090%
4/17/2025 Janney Montgomery Scott LLC29,064$2.46M0.0%-2.2%0.143%
4/16/2025 Wealth Enhancement Advisory Services LLC7,064$597K0.0%-38.9%0.035%
4/15/2025 CX Institutional27,552$2.33M0.1%+38.4%0.136%
4/15/2025 Integrated Advisors Network LLC5,929$501K0.0%+179.8%0.029%
4/14/2025 Tounjian Advisory Partners LLC8,036$679K0.1%N/A0.040%
4/14/2025 Charter Oak Capital Management LLC7,600$642K0.1%-3.2%0.037%
4/10/2025 Maltin Wealth Management Inc.33,182$2.80M1.3%+6.4%0.163%
4/9/2025 NBC Securities Inc.5,693$481K0.0%+113,760.0%0.028%
4/9/2025 American National Bank & Trust6,958$588K0.1%+80.8%0.034%
4/8/2025 Investors Research Corp10,569$893K0.2%+9.3%0.052%
4/8/2025 Avondale Wealth Management1,248$105K0.1%N/A0.006%
4/8/2025 Advisory Alpha LLC2,619$221K0.0%-44.5%0.013%
4/7/2025 GAMMA Investing LLC10,817$914K0.0%+8,350.8%0.053%
4/3/2025 Versant Capital Management Inc352$30K0.0%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC11,556$1.13M0.0%+65.4%0.056%
3/12/2025 Centaurus Financial Inc.4,987$486K0.0%+4.0%0.024%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
2/25/2025 Heck Capital Advisors LLC19,135$1.87M0.1%N/A0.109%
2/25/2025 Integrated Advisors Network LLC2,119$207K0.0%-32.2%0.012%
2/24/2025 Hall Capital Management Co. Inc.6,252$609K0.3%N/A0.036%
2/18/2025 Sunbelt Securities Inc.8,323$818K0.1%+3.5%0.047%
2/18/2025 Stonebridge Financial Planning Group LLC8,312$810K0.4%-6.5%0.047%
2/17/2025 Trustco Bank Corp N Y2,800$273K0.3%-6.0%0.016%
2/17/2025 Snowden Capital Advisors LLC10,498$1.02M0.0%-3.6%0.060%
2/17/2025 EP Wealth Advisors LLC22,056$2.15M0.0%-2.4%0.126%
2/17/2025 CoreCap Advisors LLC2,536$247K0.0%+142.9%0.014%
2/17/2025 Cetera Investment Advisers56,764$5.53M0.0%+3.5%0.323%
(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 FDIS's institutional investors.

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

Of the 176 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 ($325.81K), Apollon Wealth Management LLC ($273.54K), Envestnet Asset Management Inc. ($201.33K), EP Wealth Advisors LLC ($183.10K), Vicus Capital ($177.28K), and International Assets Investment Management LLC ($164.93K).

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

Institutional investors have bought a total of 4,486,138 shares in the last 24 months. This purchase volume represents approximately $367.28M in transactions.

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

Of the 109 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: CWM LLC ($240.43K), Apollon Wealth Management LLC ($168.90K), AGF Management Ltd. ($150.83K), JPMorgan Chase & Co. ($81.08K), Bank of America Corp DE ($76.93K), Raymond James Financial Services Advisors Inc. ($73.87K), 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 1,860,634 shares in the last 24 months. This volume of shares sold represents approximately $158.53M in transactions.



This page (NYSEARCA:FDIS) was last updated on 5/25/2025 by MarketBeat.com Staff
From Our Partners