Go Pro
→ Ray Dalio: Buy Gold. Get Paid. (From Investors Alley) (Ad)tc pixel Free FDIS Stock Alerts

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$103.42 -0.15 (-0.14%)
As of 01:57 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$160.56M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$251.63M
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
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%
6/3/2026 NewEdge Advisors LLC9,662$901K0.0%-26.7%0.056%
5/19/2026 NewEdge 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%
5/18/2026 Eley Financial Management Inc4,743$405K0.1%+6.6%0.027%
5/14/2026 Lido Advisors LLC1,503,754$140.24M0.4%+1.3%8.642%
5/13/2026 Cetera Investment Advisers40,546$3.78M0.0%-26.5%0.233%
5/6/2026 Assetmark Inc.186,211$17.37M0.0%-12.2%1.070%
5/5/2026 Sigma Planning Corp11,573$1.08M0.0%-12.0%0.067%
5/4/2026Lifeworks Advisors LLC24,266$2.26M0.3%+21.0%0.139%
5/2/2026 Global Assets Advisory LLC70,393$6.57M1.6%N/A0.405%
5/1/2026 Fifth Third Bancorp2,180$203K0.0%+748.2%0.013%
4/30/2026 Elevated Capital Advisors LLC18,510$1.73M0.4%-7.1%0.104%
4/30/2026 Kestra Advisory Services LLC86,544$8.07M0.0%+5.3%0.486%
4/29/2026 Fischer Financial Services Inc.141,167$13.17M4.4%+2.9%0.793%
4/28/2026 Howe & 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%
4/23/2026 Pathway 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%
4/22/2026 Janney 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%
4/20/2026 Kestra 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%
3/9/2026 Corient 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%
2/18/2026 Mercer Global Advisors Inc. ADV6,241$638K0.0%+11.8%0.034%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/18/2026 EP Wealth Advisors LLC16,318$1.67M0.0%N/A0.090%
2/18/2026 NewEdge Advisors LLC13,190$1.35M0.0%-9.5%0.073%
2/18/2026 Quadrature Capital Ltd5,616$574K0.0%N/A0.031%
2/18/2026American Trust3,906$399K0.0%-13.1%0.022%
2/17/2026 Cetera Investment Advisers55,187$5.64M0.0%+6.2%0.305%
2/17/2026 Kovack 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%
2/17/2026 Howe & Rusling Inc.1,175$120K0.0%N/A0.006%
2/16/2026 Zinnia Wealth Advisory LLC4,180$427K0.5%N/A0.023%
2/16/2026 MML 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%
2/16/2026 Arax Advisory Partners532$54K0.0%N/A0.003%
2/16/2026 Blue Jean Financial LLC8,064$824K0.7%N/A0.045%
2/16/2026Atlas Capital Advisors Inc.56,639$5.79M0.6%N/A0.313%
2/13/2026 Kestra Advisory Services LLC82,193$8.40M0.0%+3.8%0.454%
2/13/2026Marshall Wace LLP2,488$254K0.0%-82.1%0.014%
2/13/2026 Stifel Financial Corp60,665$6.20M0.0%-1.6%0.335%
2/13/2026Advyzon Investment Management LLC2,171$222K0.0%N/A0.012%
2/13/2026 Arkadios 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%
2/12/2026 Hilton Capital Management LLC7,610$777K0.1%+23.5%0.042%
2/12/2026 Commonwealth 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%
2/12/2026 Elevation 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%
2/11/2026 Janney Montgomery Scott LLC25,979$2.65M0.0%-0.6%0.144%
2/11/2026 J.Safra Asset Management Corp19,323$1.97M0.1%+134.8%0.107%
2/11/2026 Deutsche Bank AG847$87K0.0%N/A0.005%
2/11/2026 LPL 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%
2/11/2026 SFI 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%
2/10/2026 Lido Advisors LLC1,484,096$152.64M0.5%+0.1%8.199%
2/10/2026 Redwood Financial Network Corp5,219$533K0.3%+17.1%0.029%
2/10/2026 Northwestern Mutual Wealth Management Co.56,800$5.80M0.0%-37.1%0.314%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/9/2026Bellwether Advisors LLC199,922$20.42M3.3%N/A1.105%
2/9/2026 Smithfield Trust Co4,131$421K0.0%+5.1%0.023%
2/9/2026 Fisher Asset Management LLC67,420$6.89M0.0%-1.7%0.372%
2/6/2026 Evoke Wealth LLC5,065$517K0.0%+113.1%0.028%
2/6/2026 Mach 1 Financial Group LLC21,590$2.21M0.5%N/A0.119%
2/6/2026 Fischer Financial Services Inc.137,143$14.01M3.7%-2.1%0.758%
2/6/2026 Creative Financial Designs Inc. ADV3,738$382K0.0%-19.3%0.021%
2/6/2026 PNC Financial Services Group Inc.1,372$140K0.0%-7.9%0.008%
2/6/2026 HighTower Advisors LLC71,152$7.27M0.0%-13.4%0.393%
2/5/2026 Northwestern Mutual Wealth Management Co.62,224$6.36M0.0%-31.1%0.344%


FDIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 234 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 201 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 1,586,181 shares in the last 24 months. This purchase volume represents approximately $160.56M in transactions.

Of the 76 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), Apollon Wealth Management LLC ($104.04K), Ameriprise Financial Inc. ($63.02K), Northwestern Mutual Wealth Management Co. ($61.64K), Advisory Services Network LLC ($40.28K), and Guerra Advisors Inc ($37.57K).

Institutional investors have sold a total of 2,575,857 shares in the last 24 months. This volume of shares sold represents approximately $251.63M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
Central banks bought 710 tonnes - this fund pays monthly
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Gold buyout deals have handed shareholders overnight gains up to 79 percent
Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,...
Golden Portfolio | Sponsoredtc pixel