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Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Institutional Ownership

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$80.14
-0.41 (-0.51%)
(As of 05/7/2024 ET)
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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)
90
Total
Institutional Inflows
(last 12 months)
$198.83M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$35.06M
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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
5/7/2024KCM Investment Advisors LLC50,677$4.18M0.2%+0.5%0.289%
5/7/2024Smithfield Trust Co3,175$262K0.0%+182.2%0.018%
5/6/2024 Envestnet Portfolio Solutions Inc.2,433$201K0.0%N/A0.014%
5/6/2024 Advisory Services Network LLC37,463$3.09M0.1%+13.2%0.213%
5/3/2024 Southern Capital Advisors LLC12,904$1.06M0.6%+12.9%0.074%
5/3/2024 GSA Capital Partners LLP12,510$1.03M0.1%+49.4%0.071%
5/3/2024 Smith Salley Wealth Management24,249$2M0.2%+4.3%0.138%
5/2/2024 Lincoln National Corp42,348$3.49M0.1%+13.0%0.241%
5/1/2024 Janney Montgomery Scott LLC26,207$2.16M0.0%+4.6%0.149%
4/30/2024 J.W. Cole Advisors Inc.19,878$1.64M0.1%+3.2%0.113%
4/29/2024Commonwealth Equity Services LLC178,603$14.73M0.0%-13.6%1.015%
4/26/2024 Schmidt P J Investment Management Inc.7,729$637K0.1%+22.6%0.044%
4/25/2024 Triumph Capital Management12,088$990K0.4%N/A0.069%
4/25/2024 Cambridge Investment Research Advisors Inc.34,757$2.87M0.0%-21.9%0.197%
4/24/2024 Spire Wealth Management10,124$835K0.0%-5.0%0.058%
4/19/2024 Yoder Wealth Management Inc.34,743$2.87M1.9%-0.6%0.197%
4/18/2024 Exchange Capital Management Inc.32,200$2.66M0.4%-2.1%0.183%
4/17/2024 Vicus Capital177,280$14.62M1.3%+2.4%1.007%
4/16/2024 Monumental Financial Group Inc.183,655$15.15M8.1%+9.8%1.043%
4/16/2024 Maltin Wealth Management Inc.29,806$2.46M1.4%+3.5%0.169%
4/15/2024 Brookstone Capital Management45,924$3.79M0.1%+4.1%0.269%
4/15/2024 Sunbelt Securities Inc.7,410$611K0.1%+5.3%0.043%
4/15/2024 Atlas Capital Advisors LLC84,566$6.98M1.1%+14.6%0.496%
4/10/2024 American National Bank666$55K0.0%+82.5%0.004%
4/9/2024 Lynch & Associates IN16,936$1.40M0.3%+8.3%0.099%
4/9/2024 Destiny Wealth Partners LLC105,986$8.74M1.6%-7.3%0.622%
4/5/2024 NBC Securities Inc.5,165$426K0.0%+44.1%0.030%
3/5/2024Fisher Asset Management LLC107,061$8.45M0.0%-8.4%0.628%
2/26/2024Centaurus Financial Inc.6,461$510K0.0%-2.2%0.038%
2/16/2024Trail Ridge Investment Advisors LLC2,743$217K0.1%N/A0.016%
2/14/2024Regal Investment Advisors LLC7,647$604K0.0%-10.2%0.045%
2/14/2024Connectus Wealth LLC11,527$911K0.0%-85.0%0.068%
2/14/2024Personal CFO Solutions LLC11,014$870K0.2%-60.1%0.065%
2/13/2024Jones Financial Companies Lllp3,143$248K0.0%N/A0.018%
2/12/2024Stifel Financial Corp57,214$4.52M0.0%+2.8%0.336%
2/9/2024 Advisory Services Network LLC33,109$2.61M0.1%+190.5%0.194%
2/9/2024Orion Portfolio Solutions LLC27,415$2.12M0.0%N/A0.161%
2/9/2024 Cambridge Investment Research Advisors Inc.44,503$3.51M0.0%-22.3%0.261%
2/8/2024 American National Bank365$29K0.0%+284.2%0.002%
2/8/2024 Exchange Capital Management Inc.32,878$2.60M0.5%-1.2%0.193%
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2/8/2024 Janney Montgomery Scott LLC25,047$1.98M0.0%-20.2%0.147%
2/7/2024Avantax Advisory Services Inc.3,244$256K0.0%N/A0.019%
2/7/2024 NBC Securities Inc.3,585$282K0.0%+26.0%0.021%
2/7/2024AGF Management Ltd.93,285$7.36M0.0%+42.1%0.547%
2/7/2024Smithfield Trust Co1,125$89K0.0%N/A0.007%
2/6/2024Charles Schwab Investment Management Inc.1,249,896$98.67M0.0%+93.4%7.331%
2/6/2024 Lincoln National Corp37,476$2.96M0.1%+52.5%0.220%
2/6/2024Axxcess Wealth Management LLC8,682$685K0.0%-52.1%0.051%
2/6/2024Fisher Asset Management LLC106,472$8.41M0.0%-8.9%0.624%
2/5/2024Stonebridge Financial Planning Group LLC9,287$733K0.4%+12.6%0.054%
2/5/2024 Kestra Private Wealth Services LLC19,942$1.57M0.0%-0.9%0.117%
2/5/2024Fernwood Investment Management LLC2,671$211K0.1%N/A0.016%
2/5/2024 Birchcreek Wealth Management LLC2,889$228K0.1%-28.3%0.017%
2/5/2024 Monumental Financial Group Inc.167,212$13.20M7.9%+68.2%0.981%
2/2/2024 Yoder Wealth Management Inc.34,964$2.76M1.9%-1.0%0.205%
2/2/2024 Penobscot Wealth Management23,909$1.89M1.3%-1.1%0.140%
2/2/2024 VCI Wealth Management LLC14,651$1.16M0.7%N/A0.086%
2/2/2024Atria Wealth Solutions Inc.34,503$2.72M0.0%-36.5%0.202%
2/1/2024 RWA Wealth Partners LLC40,524$3.20M0.0%-19.9%0.238%
2/1/2024 Sigma Planning Corp9,086$717K0.1%-66.0%0.053%
2/1/2024 Vicus Capital173,105$13.67M1.4%N/A1.015%
2/1/2024 Signaturefd LLC606$48K0.0%+27.8%0.004%
1/31/2024 J.W. Cole Advisors Inc.19,264$1.52M0.1%+6.4%0.113%
1/30/2024SFI Advisors LLC51,222$4.04M3.5%-3.5%0.300%
1/30/2024SVB Wealth LLC3,832$303K0.0%-19.6%0.022%
1/30/2024 Investors Research Corp7,548$596K0.1%+6.6%0.044%
1/29/2024 Ellis Investment Partners LLC15,852$1.25M0.3%+1.5%0.093%
1/29/2024 Q3 Asset Management10,768$850K0.2%N/A0.063%
1/29/2024 Schmidt P J Investment Management Inc.6,306$483K0.1%N/A0.037%
1/26/2024 Charter Oak Capital Management LLC8,262$652K0.1%-6.6%0.048%
1/26/2024 Soltis Investment Advisors LLC7,073$558K0.1%-77.5%0.041%
1/26/2024 B.O.S.S. Retirement Advisors LLC2,884$228K0.0%N/A0.017%
1/25/2024 International Assets Investment Management LLC81,945$6.47M0.0%N/A0.481%
1/24/2024 Stratos Wealth Advisors LLC4,752$375K0.0%+47.6%0.028%
1/24/2024Advisors Preferred LLC2,165$169K0.0%N/A0.013%
1/24/2024 Arkadios Wealth Advisors2,939$232K0.0%-10.7%0.017%
1/24/2024 International Assets Investment Management LLC81,945$6.47M0.0%N/A0.481%
1/24/2024 Chevy Chase Trust Holdings LLC24,859$1.96M0.0%N/A0.146%
1/23/2024 Advisory Alpha LLC2,739$216K0.0%N/A0.016%
1/23/2024 DAVENPORT & Co LLC6,924$547K0.0%+93.0%0.041%
1/22/2024 Princeton Global Asset Management LLC549$43K0.0%N/A0.003%
1/22/2024 Southern Capital Advisors LLC11,433$903K0.6%+18.0%0.067%
1/19/2024PFG Advisors2,870$227K0.0%-13.1%0.017%
1/19/2024 Destiny Wealth Partners LLC114,302$8.68M1.6%N/A0.670%
1/18/2024Chilton Capital Management LLC552$44K0.0%-42.9%0.003%
1/18/2024 Maltin Wealth Management Inc.28,809$2.27M1.4%-1.0%0.169%
1/16/2024 HBW Advisory Services LLC15,428$1.22M0.2%N/A0.090%
1/16/2024 Raymond James Financial Services Advisors Inc.7,829$618K0.0%-87.6%0.046%
1/16/2024 Raymond James & Associates18,704$1.48M0.0%-6.5%0.110%
1/16/2024 Rosenberg Matthew Hamilton2,434$192K0.1%-8.4%0.014%
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1/12/2024 CX Institutional22,629$1.79M0.1%N/A0.133%
1/11/2024 Brookstone Capital Management44,110$3.48M0.1%-5.4%0.259%
1/10/2024 Creative Financial Designs Inc. ADV54,141$4.27M0.4%+12.0%0.318%
1/8/2024 Lynch & Associates IN15,636$1.23M0.3%+12.2%0.092%
12/11/2023 Sunbelt Securities Inc.7,210$504K0.1%-4.4%0.042%
12/6/2023Citigroup Inc.1,361$95K0.0%+20.7%0.008%
12/1/2023B. Riley Wealth Advisors Inc.5,468$382K0.0%+38.6%0.032%
11/24/2023EP Wealth Advisors LLC23,326$1.63M0.0%+2,815.8%0.137%
11/15/2023Lido Advisors LLC1,120,748$78.30M0.6%+7.1%6.573%
11/15/2023Axxcess Wealth Management LLC18,111$1.27M0.0%-16.9%0.106%
(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, 150 institutional investors and hedge funds held shares of Fidelity MSCI Consumer Discretionary Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($98.67M), Lido Advisors LLC ($78.30M), Envestnet Asset Management Inc. ($16.04M), Monumental Financial Group Inc. ($15.15M), Commonwealth Equity Services LLC ($14.73M), Vicus Capital ($14.62M), and Beaumont Capital Management LLC ($11.18M).Learn more on FDIS's institutional investors.

Which institutional investors have been buying Fidelity MSCI Consumer Discretionary Index ETF stock?

Of the 126 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. ($607.71K), Envestnet Asset Management Inc. ($206.92K), EP Wealth Advisors LLC ($178.62K), Vicus Capital ($177.28K), Beaumont Capital Management LLC ($164.13K), International Assets Investment Management LLC ($163.89K), and Fisher Asset Management LLC ($142.33K).

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

Institutional investors have bought a total of 3,538,376 shares in the last 24 months. This purchase volume represents approximately $256.40M in transactions.

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

Of the 85 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: Connectus Wealth LLC ($145.21K), Truist Financial Corp ($107.35K), Raymond James Financial Services Advisors Inc. ($73.87K), Prudential Financial Inc. ($71.97K), Cambridge Investment Research Advisors Inc. ($61.52K), Lincoln National Corp ($61.24K), and Commonwealth Equity Services LLC ($54.82K).

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

Institutional investors have sold a total of 1,343,767 shares in the last 24 months. This volume of shares sold represents approximately $90.47M in transactions.


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This page (NYSEARCA:FDIS) was last updated on 5/8/2024 by MarketBeat.com Staff

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