Allworth Financial’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Allworth Financial’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	$10.1K	Buy	117 +25	+27%	+$2.25K	﹤0.01%	3497
2025 Q4	$7.56K	Buy	92 +61	+197%	+$5.01K	﹤0.01%	3448
2025 Q3	$2.52K	Hold	31	–	–	﹤0.01%	3899
2025 Q2	$2.38K	Hold	31	–	–	﹤0.01%	3625
2025 Q1	$2.08K	Sell	31 -39	-56%	-$2.79K	﹤0.01%	3198
2024 Q4	$5.23K	Buy	+70	New	+$5.16K	﹤0.01%	2740
2024 Q2	–	Sell	-1	Closed	-$51	–	3729
2024 Q1	$51	Hold	1	–	–	﹤0.01%	3535
2023 Q4	$46	Buy	+1	New	+$56	﹤0.01%	3376
2023 Q2	–	Sell	-200	Closed	-$10.6K	–	3299
2023 Q1	$10.6K	Buy	+200	New	+$10.5K	﹤0.01%	1774

Other funds holding FIDU

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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