Free Trial
→ Why major institutions are piling into this digital asset now (From Awesomely) (Ad)tc pixel Free FDIS Stock Alerts

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$97.82 +0.14 (+0.14%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$97.80 -0.02 (-0.03%)
As of 10/13/2026 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$164.26M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$185.37M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Signal Advisors Wealth LLC36,479$3.46M0.2%+234.4%0.218%
10/14/2026Maltin Wealth Management Inc.34,311$3.25M1.1%+2.8%0.205%
10/10/2026Magnolia Capital Management Ltd.2,420$229K0.2%-39.2%0.015%
10/8/2026Independence Financial Advisors LLC131,483$12.45M3.1%+6.5%0.792%
10/8/2026Farther Finance Advisors LLC5,755$545K0.0%-6.7%0.035%
10/7/2026Investors Research Corp12,325$1.17M0.2%-6.8%0.074%
10/7/2026American National Bank & Trust16,639$1.58M0.1%N/A0.100%
10/6/2026Congress Asset Management Co.67,763$6.42M0.0%N/A0.408%
10/2/2026 CX Institutional44,840$4.25M0.1%+2.0%0.270%
9/23/2026Envestnet Asset Management Inc.33,871$3.48M0.0%+38.4%0.204%
9/9/2026Integrated Wealth Concepts LLC815$84K0.0%N/A0.005%
9/9/2026NewEdge Advisors LLC7,246$745K0.0%-25.0%0.044%
9/9/2026IFP Advisors Inc1,823$187K0.0%-7.2%0.011%
9/8/2026Allworth Financial LP387$40K0.0%-28.5%0.002%
8/27/2026Corient Private Wealth LP2,039$210K0.0%N/A0.012%
8/23/2026Ameritas Advisory Services LLC12,153$1.25M0.0%-12.2%0.073%
8/22/2026Syon Capital LLC9,193$945K0.0%-2.7%0.055%
8/21/2026Triumph Capital Management845$87K0.0%-20.9%0.005%
7/10/2026Investors Research Corp13,219$1.36M0.2%-1.6%0.080%
7/10/2026Heck Capital Advisors LLC11,932$1.23M0.1%+53.1%0.072%
7/10/2026Magnolia Capital Management Ltd.3,980$409K0.3%-21.4%0.024%
7/10/2026Fulton 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%
Trump’s issues shocking Executive Order on U.S. Dollar (Ad)

Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered. Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18. Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system.tc pixel

Read the full breakdown of Executive Order 14178 now
4/28/2026Howe & Rusling Inc.343$32K0.0%-70.8%0.002%
4/24/2026Keystone Global Partners LLC59,094$5.51M2.4%+3.2%0.334%
4/24/2026Fulton Bank N.A.2,443$228K0.0%-31.7%0.014%
4/24/2026Harbor Investment Advisory LLC3,267$305K0.0%-7.5%0.018%
4/23/2026Pathway Financial Advisers LLC16,206$1.51M0.4%-2.1%0.092%
4/23/2026Apollon Wealth Management LLC2,881$269K0.0%-26.6%0.016%
4/22/2026Janney Montgomery Scott LLC22,954$2.14M0.0%-11.6%0.130%
4/22/2026Yoder Wealth Management Inc.59,519$5.55M2.5%+14.7%0.338%
4/21/2026Maltin Wealth Management Inc.33,772$3.15M1.2%-3.4%0.192%
4/21/2026Penobscot 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%
4/16/2026Smith Salley Wealth Management24,512$2.29M0.1%+1.3%0.139%
4/16/2026Southern 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%
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%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
2/12/2026Penobscot Wealth Management34,489$3.52M1.1%+3.5%0.191%
2/12/2026IFC & 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%


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 ($384.11K), 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 1,599,764 shares in the last 24 months. This purchase volume represents approximately $161.99M in transactions.

Of the 75 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: PFG Advisors ($662.32K), Bank of America Corp DE ($653.62K), Apollon Wealth Management LLC ($104.04K), Ameriprise Financial Inc. ($63.02K), Northwestern Mutual Wealth Management Co. ($61.64K), Guerra Advisors Inc ($37.57K), and Envestnet Asset Management Inc. ($34.25K).

Institutional investors have sold a total of 1,871,549 shares in the last 24 months. This volume of shares sold represents approximately $185.42M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FDIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel