AWM
FIDU icon

AE Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

AE Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112M Sell
1,297,885
-9,631
-0.7% -$866K 0.61% 31
2025
Q4 		$108M Buy
1,307,516
+255,717
+24% +$21M 0.62% 29
2025
Q3 		$86.2M Buy
1,051,799
+117,011
+13% +$9.38M 0.55% 39
2025
Q2 		$72.5M Buy
934,788
+10,432
+1% +$746K 0.53% 39
2025
Q1 		$63.3M Buy
924,356
+88,534
+11% +$6.33M 0.53% 39
2024
Q4 		$58.8M Buy
835,822
+91,046
+12% +$6.71M 0.5% 43
2024
Q3 		$53.8M Buy
744,776
+48,802
+7% +$3.32M 0.49% 46
2024
Q2 		$45.5M Buy
695,974
+90,105
+15% +$5.96M 0.46% 48
2024
Q1 		$41.1M Buy
605,869
+34,074
+6% +$2.15M 0.46% 48
2023
Q4 		$34.7M Buy
571,795
+161,897
+39% +$9.07M 0.18% 122
2023
Q3 		$22.2M Buy
409,898
+77,691
+23% +$4.42M 0.13% 175
2023
Q2 		$18.9M Buy
332,207
+88,001
+36% +$4.66M 0.11% 208
2023
Q1 		$12.9M Buy
244,206
+9,079
+4% +$478K 0.08% 290
2022
Q4 		$11.9M Sell
235,127
-2,447
-1% -$121K 0.09% 274
2022
Q3 		$10.4M Buy
+237,574
New +$11.5M 0.08% 255

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return