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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$86.51 +1.41 (+1.66%)
Closing price 05/2/2025 04:10 PM Eastern
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$86.34 -0.17 (-0.19%)
As of 05/2/2025 06:42 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)
125
Total
Institutional Inflows
(last 12 months)
$143.76M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$101.45M
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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
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%
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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%
3/12/2025Centaurus Financial Inc.4,987$486K0.0%+4.0%0.024%
2/25/2025Heck Capital Advisors LLC19,135$1.87M0.1%N/A0.109%
2/25/2025 Integrated Advisors Network LLC2,119$207K0.0%-32.2%0.012%
2/24/2025Hall 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%
2/18/2025Stonebridge Financial Planning Group LLC8,312$810K0.4%-6.5%0.047%
2/17/2025Trustco Bank Corp N Y2,800$273K0.3%-6.0%0.016%
2/17/2025Snowden Capital Advisors LLC10,498$1.02M0.0%-3.6%0.060%
2/17/2025EP Wealth Advisors LLC22,056$2.15M0.0%-2.4%0.126%
2/17/2025CoreCap Advisors LLC2,536$247K0.0%+142.9%0.014%
2/17/2025Cetera Investment Advisers56,764$5.53M0.0%+3.5%0.323%
2/17/2025Cary Street Partners Financial LLC3,074$300K0.0%N/A0.018%
2/17/2025Beaumont Capital Management LLC56,803$5.54M4.3%+0.7%0.324%
2/17/2025Bank of America Corp DE1,690,309$164.74M0.0%-4.4%9.631%
2/17/2025Benjamin Edwards Inc.4,932$481K0.0%N/A0.028%
2/17/2025Ameriprise Financial Inc.19,848$1.93M0.0%-3.1%0.113%
2/17/2025Advocacy Wealth Management Services LLC4,124$402K0.0%N/A0.023%
2/14/2025Mercer Global Advisors Inc. ADV4,228$412K0.0%-23.0%0.024%
2/14/2025Comerica Bank2,229$217K0.0%-9.4%0.013%
2/14/2025Lido Advisors LLC1,383,365$134.82M0.6%+1.6%7.882%
2/14/2025Kovitz Investment Group Partners LLC100,626$9.81M0.0%-2.9%0.573%
2/14/2025Susquehanna International Group LLP26,440$2.58M0.0%N/A0.151%
2/13/2025NewEdge Advisors LLC21,213$2.07M0.0%-11.3%0.121%
2/13/2025Regal Investment Advisors LLC16,367$1.60M0.1%+12.2%0.093%
2/13/2025Mariner LLC53,737$5.24M0.0%-7.1%0.306%
2/13/2025Rockefeller Capital Management L.P.15,936$1.55M0.0%-5.6%0.091%
2/13/2025KDK Private Wealth Management LLC16,612$1.62M1.7%N/A0.095%
2/13/2025Colonial Trust Advisors831$81K0.0%-27.9%0.005%
2/13/2025Raymond James Financial Inc.27,251$2.66M0.0%N/A0.155%
2/13/2025Advisory Services Network LLC46,015$4.49M0.1%+16.3%0.262%
2/13/2025Renaissance Technologies LLC4,700$458K0.0%N/A0.027%
2/13/2025 Envestnet Asset Management Inc.233,623$22.77M0.0%-5.2%1.331%
2/13/2025Wells Fargo & Company MN27,123$2.64M0.0%+5.8%0.155%
2/12/2025Atlas Capital Advisors Inc.75,280$7.34M0.9%+40.5%0.429%
2/12/2025CIBC Private Wealth Group LLC394$38K0.0%N/A0.002%
2/12/2025Orion Portfolio Solutions LLC16,358$1.59M0.0%N/A0.093%
2/12/2025JPMorgan Chase & Co.2,978$290K0.0%-43.0%0.017%
2/12/2025PKS Advisory Services LLC4,756$464K0.1%N/A0.027%
2/11/2025 Interchange Capital Partners LLC3,127$305K0.1%-25.2%0.018%
2/11/2025Congress Wealth Management LLC DE12,161$1.19M0.0%N/A0.069%
2/11/2025LPL Financial LLC107,982$10.52M0.0%+50.2%0.615%
2/10/2025Thrivent Financial for Lutherans73,756$7.19M0.0%-49.5%0.420%
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2/10/2025 Axxcess Wealth Management LLC8,927$870K0.0%+2.5%0.051%
2/10/2025 Creative Financial Designs Inc. ADV7,796$760K0.1%-88.4%0.044%
2/10/2025 Envestnet Portfolio Solutions Inc.5,567$543K0.0%+4.9%0.032%
2/10/2025Hilton Capital Management LLC6,971$679K0.1%+67.4%0.040%
2/10/2025Commonwealth Equity Services LLC107,788$10.51M0.0%+0.5%0.614%
2/10/2025 Penobscot Wealth Management35,710$3.48M1.6%+3.2%0.203%
2/10/2025 Farther Finance Advisors LLC11,171$1.09M0.0%+17.2%0.064%
2/7/2025HighTower Advisors LLC43,138$4.20M0.0%-0.9%0.246%
2/7/2025AGF Management Ltd.420,913$41.02M0.2%+14.3%2.398%
2/7/2025 Investors Research Corp9,669$942K0.2%+5.4%0.055%
(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, 200 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. ($123.57M), Richard Bernstein Advisors LLC ($79.15M), AGF Management Ltd. ($41.02M), AE Wealth Management LLC ($30.80M), 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 167 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), Apollon Wealth Management LLC ($273.54K), AE Wealth Management LLC ($257.74K), 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 4,204,435 shares in the last 24 months. This purchase volume represents approximately $341.84M in transactions.

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

Of the 105 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), JPMorgan Chase & Co. ($81.08K), Bank of America Corp DE ($76.93K), Raymond James Financial Services Advisors Inc. ($73.87K), Commonwealth Equity Services LLC ($72.59K), and Thrivent Financial for Lutherans ($72.17K).

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

Institutional investors have sold a total of 1,606,561 shares in the last 24 months. This volume of shares sold represents approximately $136.51M in transactions.


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