§ EQUITY
USDFDIS
FIDELITY MSCI CONS DISCR IND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
117 increased/new, 66 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Lido Advisors, LLC | 1.5M | 0.4% | +1% |
| Charles Schwab Investment Mgmt | 1.3M | 0.0% | +5% |
| AE Wealth Management LLC | 1.1M | 0.6% | +14% |
| AGF MANAGEMENT LTD | 301K | 0.1% | −1% |
| Morgan Stanley | 248K | 0.0% | −39% |
| Bank of America Corp | 199K | 0.0% | −77% |
◇ AC INTELLIGENCE
Top institutional owners for FDIS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER70.5% · 199 holders
PASSIVE / INDEX17.4% · 2 holders
DEALER / BANK9.2% · 21 holders
QUALITY / COMPOUNDER1.8% · 6 holders
INCOME / DEFENSIVE1.0% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FDIS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FDIS yet.