Fidelity MSCI Cons Discr IndFDISETF
13F holders, Q1 2025 (March 31)231holders −1
22new positions
25sold out
3famous investors
$84.53avg. 13F price*
At the end of Q1 2025, 231 institutions reported holding Fidelity MSCI Cons Discr Ind (FDIS) in their 13F filings, down 1 from Q4 2024. 22 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($133.8M), Lido Advisors, LLC ($126.2M) and Charles Schwab Investment Management Inc. ($105.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity MSCI Cons Discr Ind
- CUSIP
- 316092204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.6M |
| Exits | 25 | $8.8M |
All 13F filers, Q4 2024 → Q1 2025: 630,492 shares bought and 1,217,439 shares sold, net −586,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Bank of America Corp. | 0.01% | Reduce -6.3% | 1,583,104 | $133.8M |
| Lido Advisors, LLC | 0.75% | Add +8.0% | 1,493,582 | $126.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.7% | 1,246,027 | $105.3M |
| Richard Bernstein Advisors LLC | 1.92% | Reduce -4.3% | 936,579 | $79.2M |
| AE Wealth Management LLC | 0.46% | Add +11.7% | 650,568 | $55.0M |
| Agf Management Ltd. | 0.12% | Reduce -35.8% | 270,079 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.6% | 227,612 | $19.2M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 158,686 | $13.4M |
| Fischer Financial Services, Inc. | 3.83% | Add +0.3% | 140,531 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +168.7% | 125,984 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.4% | 115,773 | $9.8M |
| LPL Financial LLC | 0.00% | Add +5.5% | 113,928 | $9.6M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -61.8% | 104,640 | $8.8M |
| Citadel Advisors | 0.01% | Add +696.0% | 86,113 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +32.3% | 73,834 | $6.2M |
| Fisher Asset Management | 0.00% | Reduce -30.6% | 70,509 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.2% | 68,575 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.1% | 64,977 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -3.4% | 63,214 | $5.3M |
| Atlas Capital Advisors Inc. | 0.67% | Reduce -16.3% | 63,040 | $5.3M |
| Algorithmic Investment Models, LLC | 3.77% | Add +6.7% | 60,601 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 58,194 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +24.0% | 55,788 | $4.7M |
| Keystone Global Partners, LLC | 3.19% | — | 53,802 | $4.5M |
| SFI Advisors, LLC | 3.29% | Reduce -1.8% | 52,596 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -4.8% | 51,136 | $4.3M |
| KCM Investment Advisors LLC | 0.15% | No change | 50,677 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | No change | 50,000 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Add +3.3% | 47,548 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +111.7% | 42,019 | $3.6M |
| Yoder Wealth Management, Inc. | 1.97% | Add +3.8% | 41,359 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.9% | 40,177 | $3.4M |
| FMR LLC | 0.00% | Add +0.3% | 38,361 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.6% | 35,499 | $3.0M |
| Advocacy Wealth Management, LLC | 0.20% | Add +728.4% | 34,164 | $2.9M |
| Maltin Wealth Management, Inc. | 1.32% | Add +6.4% | 33,182 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -69.0% | 31,190 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +17.3% | 31,013 | $2.6M |
| Guerra Advisors Inc | 1.44% | Reduce -70.0% | 30,498 | $2.6M |
| Penobscot Wealth Management | 1.06% | Reduce -16.9% | 29,687 | $2.5M |
| Exchange Capital Management, Inc. | 0.40% | Reduce -1.9% | 29,078 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.2% | 29,064 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -61.3% | 28,579 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 27,816 | $2.4M |
| CX Institutional | 0.09% | Add +38.5% | 27,552 | $2.3M |
| Maxele Advisors, LLC | 2.25% | Reduce -0.6% | 27,519 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 27,518 | $2.3M |
| Lifeworks Advisors, LLC | 0.36% | Add +5.3% | 25,951 | $2.2M |
| UBS Group AG | 0.00% | Add +14.3% | 25,778 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +84.1% | 25,082 | $2.1M |
| Smith Salley Wealth Management | 0.13% | Add +1.6% | 24,169 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -12.1% | 23,442 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 21,347 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +149.8% | 20,852 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.4% | 20,752 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.6% | 19,348 | $1.6M |
| Heck Capital Advisors, LLC | 0.18% | Add +1.0% | 19,028 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 18,755 | $1.6M |
| Lynch & Associates | 0.33% | Add +1.8% | 18,181 | $1.5M |
| Citigroup Inc. | 0.00% | Add +0.8% | 17,867 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1944.7% | 17,646 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.55% | Add +20.7% | 17,628 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +14.3% | 17,426 | $1.5M |
| Regal Investment Advisors LLC | 0.12% | Add +5.3% | 17,240 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.2% | 15,071 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.9% | 16,774 | $1.4M |
| KDK Private Wealth Management, LLC | 1.59% | Reduce -0.7% | 16,503 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.3% | 16,140 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.3% | 16,140 | $1.4M |
| Pathway Financial Advisers, LLC | 0.47% | Add +3.6% | 16,135 | $1.4M |
| Southern Capital Advisors, LLC | 0.74% | Add +14.8% | 15,700 | $1.3M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -3.8% | 13,865 | $1.2M |
| Ellis Investment Partners, LLC | 0.24% | Reduce -1.7% | 13,766 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.8% | 13,573 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +2.4% | 12,449 | $1.1M |
| Elevated Capital Advisors, LLC | 0.29% | Reduce -5.5% | 12,080 | $1.0M |
| J.Safra Asset Management Corp | 0.08% | Add +47.8% | 11,744 | $992K |
| Tower Research Capital LLC (TRC) | 0.03% | New | 11,387 | $962K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.7% | 11,252 | $961K |
| Raymond James Financial Inc. | 0.00% | Reduce -58.3% | 11,356 | $960K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +4.6% | 10,599 | $896K |
| Investors Research Corp | 0.19% | Add +9.3% | 10,569 | $893K |
| Axxcess Wealth Management, LLC | 0.02% | Add +15.5% | 10,309 | $871K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.3% | 10,047 | $849K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 9,895 | $836K |
| Jones Financial Companies LLLP | 0.00% | Add +55.2% | 9,833 | $832K |
| Meridian Wealth Management, LLC | 0.04% | Add +4.8% | 9,360 | $791K |
| Pathstone Holdings, LLC | 0.00% | Add +18.2% | 8,497 | $748K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 8,730 | $739K |
| Spire Wealth Management | 0.02% | Reduce -4.2% | 8,716 | $737K |
| Sunbelt Securities, Inc. | 0.07% | Add +4.2% | 8,669 | $733K |
| Atria Investments, Inc | 0.01% | Reduce -4.3% | 8,532 | $721K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Add +1.2% | 8,412 | $711K |
| Tounjian Advisory Partners, LLC | 0.13% | — | 8,036 | $679K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -58.2% | 7,900 | $668K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.3% | 7,898 | $667K |
| Hilton Capital Management, LLC | 0.06% | Add +12.1% | 7,811 | $660K |
| Summit Financial, LLC | 0.02% | Reduce -1.2% | 7,744 | $654K |
| Magnolia Capital Management Ltd. | 0.56% | No change | 7,685 | $649K |
| Creative Financial Designs Inc. | 0.05% | Reduce -1.6% | 7,671 | $648K |
"% of holder's portfolio" is FDIS's weight in each manager's 13F, not the share of Fidelity MSCI Cons Discr Ind the manager owns.