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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$96.62 +0.50 (+0.52%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$239.62M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$280.60M
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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
7/10/2026 Investors Research Corp13,219$1.36M0.2%-1.6%0.080%
7/10/2026 Heck Capital Advisors LLC11,932$1.23M0.1%+53.1%0.072%
7/10/2026 Magnolia Capital Management Ltd.3,980$409K0.3%-21.4%0.024%
7/10/2026 Fulton Bank N.A.2,960$304K0.0%+21.2%0.018%
7/2/2026 CX Institutional43,979$4.52M0.1%+8.5%0.265%
6/3/2026NewEdge Advisors LLC9,662$901K0.0%-26.7%0.056%
5/19/2026NewEdge Advisors LLC8,993$839K0.0%-31.8%0.052%
5/19/2026Bank of America Corp DE198,809$18.54M0.0%-76.7%1.143%
5/19/2026Centaurus Financial Inc.5,760$537K0.0%+3.3%0.033%
5/18/2026Sunbelt Securities Inc.7,166$668K0.0%-29.5%0.041%
5/18/2026Royal Bank of Canada33,432$3.12M0.0%+46.3%0.192%
5/18/2026Eley Financial Management Inc4,743$405K0.1%+6.6%0.027%
5/14/2026Lido Advisors LLC1,503,754$140.24M0.4%+1.3%8.642%
5/13/2026Cetera Investment Advisers40,546$3.78M0.0%-26.5%0.233%
5/6/2026Assetmark Inc.186,211$17.37M0.0%-12.2%1.070%
5/5/2026Sigma Planning Corp11,573$1.08M0.0%-12.0%0.067%
5/4/2026Lifeworks Advisors LLC24,266$2.26M0.3%+21.0%0.139%
5/2/2026Global Assets Advisory LLC70,393$6.57M1.6%N/A0.405%
5/1/2026Fifth Third Bancorp2,180$203K0.0%+748.2%0.013%
4/30/2026Elevated Capital Advisors LLC18,510$1.73M0.4%-7.1%0.104%
4/30/2026Kestra Advisory Services LLC86,544$8.07M0.0%+5.3%0.486%
4/29/2026Fischer Financial Services Inc.141,167$13.17M4.4%+2.9%0.793%
4/28/2026Howe & Rusling Inc.343$32K0.0%-70.8%0.002%
4/24/2026 Keystone Global Partners LLC59,094$5.51M2.4%+3.2%0.334%
4/24/2026 Fulton Bank N.A.2,443$228K0.0%-31.7%0.014%
4/24/2026 Harbor Investment Advisory LLC3,267$305K0.0%-7.5%0.018%
4/23/2026Pathway Financial Advisers LLC16,206$1.51M0.4%-2.1%0.092%
4/23/2026 Apollon Wealth Management LLC2,881$269K0.0%-26.6%0.016%
4/22/2026Janney Montgomery Scott LLC22,954$2.14M0.0%-11.6%0.130%
4/22/2026 Yoder Wealth Management Inc.59,519$5.55M2.5%+14.7%0.338%
4/21/2026 Maltin Wealth Management Inc.33,772$3.15M1.2%-3.4%0.192%
4/21/2026 Penobscot Wealth Management40,194$3.75M1.1%+16.5%0.228%
4/20/2026Kestra Private Wealth Services LLC18,136$1.69M0.0%-19.8%0.103%
4/16/2026 Smith Salley Wealth Management24,512$2.29M0.1%+1.3%0.139%
4/16/2026 Southern Capital Advisors LLC13,644$1.27M0.6%-21.1%0.078%
3/17/2026Rockefeller Capital Management L.P.14,773$1.51M0.0%-0.9%0.082%
3/9/2026Corient Private Wealth LLC2,519$257K0.0%+19.6%0.014%
2/20/2026Sunbelt Securities Inc.10,170$1.04M0.1%+43.1%0.056%
2/19/2026Jacobs Equity LLC13,466$1.38M1.3%N/A0.074%
2/18/2026Mercer Global Advisors Inc. ADV6,241$638K0.0%+11.8%0.034%
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2/18/2026EP Wealth Advisors LLC16,318$1.67M0.0%N/A0.090%
2/18/2026NewEdge Advisors LLC13,190$1.35M0.0%-9.5%0.073%
2/18/2026Quadrature Capital Ltd5,616$574K0.0%N/A0.031%
2/18/2026American Trust3,906$399K0.0%-13.1%0.022%
2/17/2026Cetera Investment Advisers55,187$5.64M0.0%+6.2%0.305%
2/17/2026Kovack Advisors Inc.2,057$210K0.0%N/A0.011%
2/17/2026Regal Investment Advisors LLC9,601$981K0.1%-23.7%0.053%
2/17/2026Osaic Holdings Inc.79,039$8.10M0.0%-28.2%0.437%
2/17/2026Captrust Financial Advisors1,969$201K0.0%N/A0.011%
2/17/2026Royal Bank of Canada22,846$2.33M0.0%+5.7%0.126%
2/17/2026Howe & Rusling Inc.1,175$120K0.0%N/A0.006%
2/16/2026Zinnia Wealth Advisory LLC4,180$427K0.5%N/A0.023%
2/16/2026MML Investors Services LLC4,132$422K0.0%-21.1%0.023%
2/16/2026Mariner LLC38,131$3.90M0.0%-26.4%0.211%
2/16/2026Motiv8 Investments LLC812$83K0.0%N/A0.004%
2/16/2026Arax Advisory Partners532$54K0.0%N/A0.003%
2/16/2026Blue Jean Financial LLC8,064$824K0.7%N/A0.045%
2/16/2026Atlas Capital Advisors Inc.56,639$5.79M0.6%N/A0.313%
2/13/2026Kestra Advisory Services LLC82,193$8.40M0.0%+3.8%0.454%
2/13/2026Marshall Wace LLP2,488$254K0.0%-82.1%0.014%
2/13/2026Stifel Financial Corp60,665$6.20M0.0%-1.6%0.335%
2/13/2026Advyzon Investment Management LLC2,171$222K0.0%N/A0.012%
2/13/2026Arkadios Wealth Advisors3,126$319K0.0%+13.6%0.017%
2/13/2026Ausdal Financial Partners Inc.2,450$250K0.0%N/A0.014%
2/13/2026Charles Schwab Investment Management Inc.1,245,527$127.24M0.0%+2.0%6.881%
2/13/2026Wells Fargo & Company MN32,223$3.29M0.0%+25.7%0.178%
2/12/2026Jane Street Group LLC2,186$223K0.0%N/A0.012%
2/12/2026Federation des caisses Desjardins du Quebec398$41K0.0%+100.0%0.002%
2/12/2026HRT Financial LP7,132$728K0.0%+191.7%0.039%
2/12/2026Orion Porfolio Solutions LLC16,741$1.71M0.0%-6.3%0.092%
2/12/2026Hilton Capital Management LLC7,610$777K0.1%+23.5%0.042%
2/12/2026Commonwealth Equity Services LLC156,287$15.97M0.0%+21.5%0.863%
2/12/2026 Penobscot Wealth Management34,489$3.52M1.1%+3.5%0.191%
2/12/2026 IFC & Insurance Marketing Inc.340$35K0.0%N/A0.002%
2/12/2026Elevation Point Wealth Partners LLC7,559$772K0.0%-1.4%0.042%
2/12/2026Steward Partners Investment Advisory LLC42,322$4.32M0.0%+1.0%0.234%
2/11/2026KDK Private Wealth Management LLC16,089$1.64M1.4%-1.0%0.089%
2/11/2026Janney Montgomery Scott LLC25,979$2.65M0.0%-0.6%0.144%
2/11/2026J.Safra Asset Management Corp19,323$1.97M0.1%+134.8%0.107%
2/11/2026Deutsche Bank AG847$87K0.0%N/A0.005%
2/11/2026LPL Financial LLC133,440$13.63M0.0%-1.8%0.737%
2/11/2026Franklin Resources Inc.2,879$294K0.0%-4.0%0.016%
2/11/2026O Shaughnessy Asset Management LLC20,155$2.06M0.0%-0.7%0.111%
2/11/2026Syon Capital LLC8,711$890K0.0%+4.5%0.048%
2/11/2026 J.W. Cole Advisors Inc.17,282$1.77M0.0%-7.1%0.095%
2/11/2026SFI Advisors LLC47,947$4.90M3.1%-2.5%0.265%
2/11/2026 Mcrae Capital Management Inc.2,922$299K0.1%-12.4%0.016%
2/10/2026Lido Advisors LLC1,484,096$152.64M0.5%+0.1%8.199%
2/10/2026Redwood Financial Network Corp5,219$533K0.3%+17.1%0.029%
2/10/2026Northwestern Mutual Wealth Management Co.56,800$5.80M0.0%-37.1%0.314%
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2/9/2026Bellwether Advisors LLC199,922$20.42M3.3%N/A1.105%
2/9/2026Smithfield Trust Co4,131$421K0.0%+5.1%0.023%
2/9/2026Fisher Asset Management LLC67,420$6.89M0.0%-1.7%0.372%
2/6/2026Evoke Wealth LLC5,065$517K0.0%+113.1%0.028%
2/6/2026Mach 1 Financial Group LLC21,590$2.21M0.5%N/A0.119%
2/6/2026Fischer Financial Services Inc.137,143$14.01M3.7%-2.1%0.758%
2/6/2026Creative Financial Designs Inc. ADV3,738$382K0.0%-19.3%0.021%
2/6/2026PNC Financial Services Group Inc.1,372$140K0.0%-7.9%0.008%
2/6/2026HighTower Advisors LLC71,152$7.27M0.0%-13.4%0.393%
2/5/2026Northwestern Mutual Wealth Management Co.62,224$6.36M0.0%-31.1%0.344%


FDIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 236 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($140.24M), Charles Schwab Investment Management Inc. ($127.24M), AE Wealth Management LLC ($98.75M), Richard Bernstein Advisors LLC ($49.45M), AGF Management Ltd. ($31.07M), Monumental Financial Group Inc. ($21.69M), and Bellwether Advisors LLC ($20.42M).Learn more on Fidelity MSCI Consumer Discretionary Index ETF's institutional investors.

Of the 202 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), AE Wealth Management LLC ($558.41K), Apollon Wealth Management LLC ($275.82K), Assetmark Inc. ($212.08K), Bellwether Advisors LLC ($199.92K), Thrivent Financial for Lutherans ($167.51K), and Lido Advisors LLC ($166.50K).

Institutional investors have bought a total of 2,426,629 shares in the last 24 months. This purchase volume represents approximately $239.62M in transactions.

Of the 88 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 ($1.31M), PFG Advisors ($662.32K), Lido Advisors LLC ($133.91K), Envestnet Asset Management Inc. ($112.09K), Apollon Wealth Management LLC ($104.04K), Northwestern Mutual Wealth Management Co. ($85.00K), and Ameriprise Financial Inc. ($63.02K).

Institutional investors have sold a total of 2,883,842 shares in the last 24 months. This volume of shares sold represents approximately $280.60M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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