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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

Fidelity MSCI Consumer Discretionary Index ETF logo
$101.83 +0.47 (+0.46%)
As of 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)
138
Total
Institutional Inflows
(last 12 months)
$271.09M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$242.15M
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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
5/5/2026 Sigma Planning Corp11,573$1.08M0.0%-12.0%0.067%
5/4/2026 Lifeworks 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%
3/9/2026Corient 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%
2/18/2026 American 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%
2/17/2026 Howe & Rusling Inc.1,175$120K0.0%N/A0.006%
2/16/2026Zinnia 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%
2/16/2026Arax 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%
2/13/2026Stifel 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%
2/12/2026 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%
2/11/2026 KDK 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%
2/11/2026Deutsche 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%
2/11/2026Mcrae 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%
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%
2/6/2026 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%
2/6/2026PNC 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%
2/5/2026 Thrivent Financial for Lutherans49,104$5.04M0.0%+1.1%0.271%
2/5/2026Maxele Advisors LLC23,902$2.44M2.0%-2.5%0.132%
2/5/2026New York Life Investment Management LLC6,116$625K0.0%N/A0.034%
2/5/2026Allworth Financial LP495$51K0.0%+102.0%0.003%
2/5/2026 Bayshore Capital Advisors LLC8,768$896K0.4%N/A0.048%
2/5/2026Stonebridge Financial Planning Group LLC7,616$778K0.3%-7.3%0.042%
2/4/2026Ameritas Advisory Services LLC14,478$1.48M0.1%+23.4%0.077%
2/4/2026 Purkiss Capital Advisors LLC6,124$626K0.3%-20.8%0.032%
2/4/2026Meridian Wealth Management LLC10,647$1.09M0.0%+4.8%0.056%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC42,882$4.38M0.1%-10.1%0.227%
2/3/2026 Richard Bernstein Advisors LLC484,039$49.45M1.5%-1.7%2.561%
2/3/2026 WealthShield Partners LLC550$56K0.0%N/A0.003%
2/2/2026Benjamin Edwards Inc.8,254$843K0.0%+89.8%0.044%
2/2/2026 Robertson Stephens Wealth Management LLC13,430$1.37M0.0%+278.1%0.071%
1/30/2026 Sigma Planning Corp13,158$1.34M0.0%-18.9%0.069%


FDIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDIS shares?

During the previous two years, 243 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($152.64M), Charles Schwab Investment Management Inc. ($127.24M), AE Wealth Management LLC ($98.75M), Bank of America Corp DE ($95.52M), Richard Bernstein Advisors LLC ($49.45M), AGF Management Ltd. ($31.07M), and Monumental Financial Group Inc. ($21.69M).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 208 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 ($146.84K).

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

Institutional investors have bought a total of 2,798,956 shares in the last 24 months. This purchase volume represents approximately $271.09M in transactions.

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

Of the 98 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 ($659.33K), AGF Management Ltd. ($150.83K), Lido Advisors LLC ($133.91K), Envestnet Asset Management Inc. ($112.09K), Apollon Wealth Management LLC ($104.04K), and Northwestern Mutual Wealth Management Co. ($98.36K).

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

Institutional investors have sold a total of 2,497,761 shares in the last 24 months. This volume of shares sold represents approximately $242.15M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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