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 |
| Charter Oak Capital Management, LLC | 0.06% | Reduce -3.3% | 7,600 | $642K |
| VCI Wealth Management LLC | 0.26% | Reduce -8.8% | 7,382 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +21.6% | 7,208 | $609K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.9% | 7,064 | $597K |
| Purkiss Capital Advisors LLC | 0.45% | Add +58.8% | 7,022 | $593K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -2.8% | 6,976 | $590K |
| American National Bank & Trust | 0.07% | Add +80.8% | 6,958 | $588K |
| Renaissance Technologies | 0.00% | Add +44.7% | 6,800 | $575K |
| Aspetuck Financial Management LLC | 0.49% | Reduce -3.0% | 6,737 | $569K |
| PGIM Custom Harvest LLC | 0.01% | Add +2.9% | 6,736 | $569K |
| World Investment Advisors | 0.01% | Reduce -12.0% | 6,610 | $559K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +5.6% | 6,473 | $547K |
| Flow Traders U.S. LLC | 0.02% | New | 5,969 | $504K |
| Integrated Advisors Network LLC | 0.03% | Add +179.8% | 5,929 | $501K |
| Hall Capital Management Co. Inc. | 0.23% | Reduce -6.3% | 5,857 | $495K |
| GTS Securities LLC | 0.02% | New | 5,737 | $485K |
| Lanark Financial, Inc. | 0.04% | — | 5,693 | $481K |
| Creative Planning | 0.00% | Reduce -24.1% | 5,227 | $442K |
| Centaurus Financial, Inc. | 0.03% | Add +4.2% | 5,195 | $439K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.3% | 4,919 | $416K |
| Eley Financial Management, Inc | 0.16% | Reduce -18.0% | 4,743 | $405K |
| Centennial Wealth Advisory LLC | 0.15% | Add +7.8% | 4,741 | $401K |
| Franklin Resources Inc. | 0.00% | No change | 4,583 | $387K |
| HRT Financial LP | 0.00% | Add +51.5% | 4,510 | $381K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 4,352 | $368K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -18.6% | 4,272 | $361K |
| Crumly & Associates Inc. | 0.10% | No change | 4,216 | $356K |
| Corient Private Wealth LP | 0.00% | Add +20.3% | 4,096 | $346K |
| Ehrlich Financial Group | 0.25% | Reduce -0.9% | 4,006 | $339K |
| Fifth Third Securities, Inc. | 0.03% | No change | 4,003 | $338K |
| Whalerock Point Partners, LLC | 0.08% | Add +0.0% | 3,677 | $311K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -2.6% | 3,630 | $307K |
| Smithfield Trust Co | 0.02% | Add +9.5% | 3,586 | $303K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.2% | 3,537 | $299K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,455 | $292K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -40.9% | 3,292 | $278K |
| PKS Advisory Services, LLC | 0.08% | Reduce -31.7% | 3,250 | $275K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,148 | $266K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -0.1% | 3,125 | $264K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.9% | 3,014 | $255K |
| PFG Advisors | 0.01% | Add +1.1% | 2,997 | $253K |
| Mach-1 Financial Group, LLC | 0.07% | New | 2,895 | $245K |
| Trustco Bank Corp. N Y | 0.26% | No change | 2,800 | $237K |
| Csenge Advisory Group | 0.01% | Reduce -1.1% | 2,939 | $234K |
| Financial Partners Group, Inc | 0.04% | Reduce -5.2% | 2,761 | $233K |
| Northern Trust Corp. | 0.00% | No change | 2,709 | $229K |
| Patron Partners, LLC | 0.12% | Reduce -11.5% | 2,664 | $225K |
| Advisory Alpha, LLC | 0.01% | Reduce -44.5% | 2,619 | $221K |
| Arkadios Wealth Advisors | 0.01% | New | 2,589 | $219K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -5.2% | 2,505 | $212K |
| Brookstone Capital Management | 0.00% | Reduce -77.9% | 2,487 | $210K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,434 | $206K |
| Blue Trust, Inc. | 0.00% | Add +142.5% | 2,379 | $201K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 2,369 | $200K |
| Comerica Bank | 0.00% | Add +2.9% | 2,294 | $194K |
| Qube Research & Technologies Ltd | 0.00% | Add +246.8% | 2,223 | $188K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.2% | 1,732 | $146K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +18.0% | 1,625 | $137K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,618 | $137K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,404 | $119K |
| Cwm, LLC | 0.00% | Reduce -99.4% | 1,378 | $116K |
| IFP Advisors, Inc | 0.00% | Add +2.0% | 1,347 | $114K |
| Avondale Wealth Management | 0.07% | New | 1,248 | $105K |
| Colonial Trust Co / SC | 0.01% | No change | 1,014 | $86K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,011 | $85K |
| CoreCap Advisors, LLC | 0.00% | Reduce -62.9% | 941 | $80K |
| MAI Capital Management | 0.00% | Add +17.3% | 881 | $74K |
| Colonial Trust Advisors | 0.01% | No change | 831 | $70K |
| Blair William & Co. | 0.00% | Add +6.8% | 727 | $61K |
| Proffitt & Goodson Inc. | 0.01% | No change | 695 | $59K |
| Signaturefd, LLC | 0.00% | No change | 628 | $53K |
| Clearstead Advisors, LLC | 0.00% | No change | 618 | $52K |
| Princeton Global Asset Management LLC | 0.01% | No change | 549 | $46K |
| Chilton Capital Management LLC | 0.00% | Reduce -4.4% | 539 | $46K |
| Addison Advisors LLC | 0.01% | No change | 522 | $44K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.8% | 454 | $38K |
| Decker Retirement Planning Inc. | 0.02% | No change | 364 | $31K |
| Versant Capital Management, Inc | 0.01% | New | 352 | $30K |
| Dagco, Inc. | 0.01% | New | 350 | $30K |
| Capital Investment Counsel, Inc | 0.00% | No change | 328 | $28K |
| Glassman Wealth Services | 0.00% | New | 279 | $24K |
| IMA Advisory Services, Inc. | 0.00% | New | 261 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 257 | $22K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | — | 253 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 250 | $21K |
| Russell Investments Group, Ltd. | 0.00% | New | 229 | $19K |
| Coston, McIsaac & Partners | 0.01% | New | 228 | $19K |
| Allworth Financial LP | 0.00% | Add +12.4% | 226 | $19K |
| Barrett & Company, Inc. | 0.01% | Add +251.7% | 211 | $18K |
| Promus Capital, LLC | 0.01% | No change | 210 | $18K |
| Lindbrook Capital, LLC | 0.00% | No change | 209 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 192 | $16K |
| HighMark Wealth Management LLC | 0.01% | Reduce -3.5% | 190 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -49.5% | 199 | $15K |
| HM Payson & Co. | 0.00% | No change | 172 | $15K |
| Tidemark, LLC | 0.01% | No change | 168 | $14K |
| Bessemer Group Inc. | 0.00% | New | 162 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +68.1% | 153 | $13K |
| Roxbury Financial LLC | 0.01% | Add +0.8% | 129 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 118 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 128 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 123 | $10K |
| Bank of Montreal | 0.00% | No change | 120 | $10K |
| Ridgewood Investments LLC | 0.00% | No change | 116 | $10K |
| Van Eck Associates Corp. | 0.00% | No change | 111 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 106 | $9K |
| Rossby Financial, LCC | 0.00% | New | 93 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +1.1% | 91 | $8K |
| Bank of New Hampshire | 0.00% | No change | 84 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 83 | $7K |
| National Bank of Canada | 0.00% | Reduce -74.7% | 72 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 65 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 63 | $5K |
| Capital A Wealth Management, LLC | 0.01% | Add +425.0% | 63 | $5K |
| US Bancorp \de | 0.00% | Add +61.5% | 63 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 50 | $4K |
| MCF Advisors LLC | 0.00% | No change | 46 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 44 | $4K |
| NFSG Corp | 0.00% | Reduce -70.4% | 42 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -55.0% | 41 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -81.9% | 44 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.5% | 35 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 35 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 34 | $3K |
| Private Trust Co. NA | 0.00% | Reduce -52.8% | 34 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 12 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 20 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 11 | $930 |
"% 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.