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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$97.86 -3.06 (-3.03%)
Closing price 04:10 PM Eastern
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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)
144
Total
Institutional Inflows
(last 12 months)
$239.56M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$212.91M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Lynch & Associates IN19,083$1.96M0.4%+4.5%0.102%
10/2/2025 Investors Research Corp12,659$1.30M0.2%+6.4%0.067%
9/26/2025Corient Private Wealth LLC2,410$227K0.0%-41.2%0.013%
9/4/2025Osaic Holdings Inc.101,608$9.50M0.0%+48.2%0.535%
8/27/2025Orion Porfolio Solutions LLC16,987$1.60M0.0%+5.2%0.089%
8/26/2025Thrivent Financial for Lutherans23,026$2.17M0.0%-19.4%0.121%
8/21/2025Pathway Financial Advisers LLC16,339$1.54M0.5%+1.3%0.086%
8/19/2025B. Riley Wealth Advisors Inc.5,536$521K0.0%N/A0.029%
8/19/2025Advisory Services Network LLC7,269$697K0.0%-84.7%0.038%
8/15/2025Corient Private Wealth LLC2,410$227K0.0%-41.2%0.013%
8/15/2025Redwood Financial Network Corp2,614$246K0.2%N/A0.014%
8/15/2025Orion Porfolio Solutions LLC30,448$2.86M0.0%+88.6%0.160%
8/15/2025Hilton Capital Management LLC6,300$593K0.0%-19.3%0.033%
8/15/2025IHT Wealth Management LLC4,564$429K0.0%N/A0.024%
8/15/2025EP Wealth Advisors LLC20,229$1.90M0.0%-5.2%0.106%
8/15/2025Benjamin Edwards Inc.4,033$379K0.0%-18.0%0.021%
8/15/2025Bank of America Corp DE923,778$86.90M0.0%-41.6%4.862%
8/15/2025Ameriprise Financial Inc.71,296$6.71M0.0%+69.7%0.375%
8/14/2025Jane Street Group LLC29,207$2.75M0.0%+5.0%0.154%
8/14/2025Raymond James Financial Inc.12,375$1.16M0.0%+9.0%0.065%
8/14/2025NewEdge Advisors LLC15,200$1.43M0.0%-9.4%0.080%
8/14/2025Qube Research & Technologies Ltd1,954$184K0.0%-12.1%0.010%
8/13/2025PGIM Custom Harvest LLC6,440$606K0.0%-4.4%0.034%
8/13/2025CW Advisors LLC3,310$312K0.0%-73.4%0.017%
8/13/2025Advocacy Wealth Management Services LLC27,955$2.63M0.2%-18.2%0.147%
8/13/2025Fisher Asset Management LLC70,644$6.65M0.0%+0.2%0.372%
8/13/2025Lido Advisors LLC1,359,670$127.90M0.5%-9.0%7.156%
8/13/2025Northwestern Mutual Wealth Management Co.41,619$3.92M0.0%-35.9%0.219%
8/12/2025J.W. Cole Advisors Inc.19,225$1.81M0.0%+143.4%0.101%
8/12/2025Steward Partners Investment Advisory LLC38,176$3.59M0.0%+2,104.2%0.201%
8/12/2025Eley Financial Management Inc4,503$424K0.2%-5.1%0.024%
8/12/2025Charles Schwab Investment Management Inc.1,211,514$113.97M0.0%-2.8%6.376%
8/12/2025Franklin Resources Inc.3,000$282K0.0%-34.5%0.016%
8/12/2025JPMorgan Chase & Co.1,072$101K0.0%+136.1%0.006%
8/12/2025Howe & Rusling Inc.397$37K0.0%N/A0.002%
8/11/2025SFI Advisors LLC50,029$4.71M3.3%-4.9%0.263%
8/8/2025Rockefeller Capital Management L.P.13,950$1.31M0.0%+2.8%0.073%
8/8/2025Cetera Investment Advisers52,344$4.92M0.0%-10.1%0.275%
8/8/2025Creative Planning5,361$504K0.0%+2.6%0.028%
8/8/2025Meridian Wealth Management LLC8,999$847K0.0%-3.9%0.047%
8/8/2025Independence Financial Advisors LLC58,594$5.51M2.1%N/A0.308%
8/8/2025Smithfield Trust Co3,931$370K0.0%+9.6%0.021%
8/8/2025PNC Financial Services Group Inc.1,456$137K0.0%-10.0%0.008%
8/7/2025PFG Advisors665,707$62.62M2.0%+22,112.4%3.504%
8/6/2025AGF Management Ltd.274,125$25.79M0.1%+1.5%1.443%
8/6/2025AE Wealth Management LLC679,914$63.96M0.5%+4.5%3.578%
8/6/2025Maltin Wealth Management Inc.34,141$3.21M1.4%+2.9%0.180%
8/6/2025Mcrae Capital Management Inc.3,239$305K0.1%N/A0.017%
8/6/2025Aspetuck Financial Management LLC7,108$669K0.5%+5.5%0.037%
8/6/2025Soltis Investment Advisors LLC6,701$630K0.0%-3.9%0.035%
8/6/2025Stonebridge Financial Planning Group LLC8,710$819K0.3%+3.5%0.046%
8/5/2025Sigma Planning Corp24,022$2.26M0.1%+2.5%0.126%
8/5/2025Lifeworks Advisors LLC24,831$2.34M0.3%-4.3%0.131%
8/4/2025AlphaStar Capital Management LLC10,790$1.02M0.1%N/A0.057%
8/4/2025Creative Financial Designs Inc. ADV6,836$643K0.0%-10.9%0.036%
8/4/2025Atria Investments Inc4,658$438K0.0%-45.4%0.025%
8/4/2025Assetmark Inc.65,079$6.12M0.0%+16.7%0.343%
8/4/2025Spire Wealth Management8,391$789K0.0%-3.7%0.044%
8/4/2025Arkadios Wealth Advisors2,706$255K0.0%+4.5%0.014%
8/4/2025World Investment Advisors6,267$590K0.0%-5.2%0.033%
8/1/2025Purkiss Capital Advisors LLC6,377$600K0.3%-9.2%0.034%
8/1/2025SYM FINANCIAL Corp524$49K0.0%N/A0.003%
8/1/2025Penobscot Wealth Management32,417$3.05M1.1%+9.2%0.171%
8/1/2025Schmidt P J Investment Management Inc.14,208$1.34M0.2%+34.1%0.075%
8/1/2025Envestnet Asset Management Inc.149,777$14.09M0.0%-34.2%0.788%
7/30/2025VCI Wealth Management LLC7,876$741K0.3%+6.7%0.041%
7/29/2025Stratos Wealth Advisors LLC7,038$662K0.0%+8.7%0.037%
7/28/2025J.Safra Asset Management Corp6,869$650K0.0%-28.2%0.036%
7/25/2025Atria Wealth Solutions Inc.12,651$1.21M0.0%-49.6%0.067%
7/25/2025Ellis Investment Partners LLC13,541$1.27M0.2%-1.6%0.071%
7/25/2025Apollon Wealth Management LLC106,915$10.06M0.2%+2.2%0.563%
7/24/2025Blue Trust Inc.1,377$130K0.0%-42.1%0.007%
7/24/2025Robertson Stephens Wealth Management LLC4,113$387K0.0%-3.7%0.022%
7/23/2025Hall Capital Management Co. Inc.5,407$509K0.2%-7.7%0.028%
7/23/2025Heck Capital Advisors LLC8,516$801K0.1%-55.2%0.045%
7/22/2025Grimes & Company Inc.2,959$278K0.0%N/A0.016%
7/22/2025Yoder Wealth Management Inc.42,187$3.97M2.1%+2.0%0.222%
7/21/2025Ameritas Advisory Services LLC11,194$1.05M0.1%-25.7%0.059%
7/21/2025Exchange Capital Management Inc.28,357$2.67M0.4%-2.5%0.149%
7/17/2025Janney Montgomery Scott LLC28,042$2.64M0.0%-3.5%0.148%
7/17/2025Smith Salley Wealth Management24,274$2.28M0.1%+0.4%0.128%
7/17/2025Keystone Global Partners LLC52,522$4.94M2.7%-2.4%0.276%
7/16/2025Signature Resources Capital Management LLC512$48K0.0%N/A0.003%
7/16/2025Southern Capital Advisors LLC17,237$1.62M0.8%+9.8%0.091%
7/16/2025Beaumont Financial Advisors LLC18,996$1.79M0.1%N/A0.100%
7/16/2025CX Institutional34,586$3.25M0.1%+25.5%0.182%
7/16/2025Fischer Financial Services Inc.141,243$13.29M3.9%+0.5%0.743%
7/11/2025Farther Finance Advisors LLC8,349$785K0.0%-25.8%0.044%
7/11/2025CX Institutional34,586$3.25M0.1%+25.5%0.182%
7/10/2025Charter Oak Capital Management LLC6,891$648K0.1%-9.3%0.036%
7/10/2025Fulton Bank N.A.2,310$217K0.0%-34.7%0.012%
7/10/2025Wealth Enhancement Advisory Services LLC6,827$655K0.0%-3.4%0.036%
7/9/2025Tounjian Advisory Partners LLC7,778$732K0.1%-3.2%0.041%
7/8/2025Ehrlich Financial Group2,199$207K0.1%-45.1%0.012%
7/7/2025 Investors Research Corp11,902$1.12M0.2%+12.6%0.063%
5/21/2025Schmidt P J Investment Management Inc.10,599$896K0.2%+4.6%0.055%
5/19/2025Jane Street Group LLC27,816$2.35M0.0%N/A0.144%
5/19/2025Advisory Alpha LLC2,619$221K0.0%-44.5%0.014%
5/16/2025Goldman Sachs Group Inc.18,755$1.59M0.0%N/A0.099%
5/16/2025Jones Financial Companies Lllp26,454$2.24M0.0%+317.7%0.137%
(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 2,586,925 shares in the last 24 months. This purchase volume represents approximately $239.56M in transactions.

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

Of the 96 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 2,341,464 shares in the last 24 months. This volume of shares sold represents approximately $212.91M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 10/10/2025 by MarketBeat.com Staff
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