AWA
FIDU icon

Arkadios Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Arkadios Wealth Advisors’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 		$2.62M Sell
30,246
-758
-2% -$68.2K 0.04% 424
2025
Q4 		$2.56M Sell
31,004
-351
-1% -$28.8K 0.05% 375
2025
Q3 		$2.57M Sell
31,355
-1,580
-5% -$127K 0.06% 333
2025
Q2 		$2.55M Sell
32,935
-91
-0.3% -$6.51K 0.08% 281
2025
Q1 		$2.26M Buy
33,026
+28,326
+603% +$2.02M 0.09% 262
2024
Q4 		$330K Buy
4,700
+1,831
+64% +$135K 0.02% 690
2024
Q3 		$207K Buy
+2,869
New +$195K 0.01% 832
2021
Q4 		– Sell
-1,964
Closed -$101K – 985
2021
Q3 		$101K Sell
1,964
-16,700
-89% -$905K 0.01% 683
2021
Q2 		$1.01M Buy
18,664
+150
+0.8% +$8.13K 0.12% 198
2021
Q1 		$964K Buy
18,514
+55
+0.3% +$2.7K 0.16% 157
2020
Q4 		$867K Buy
18,459
+15,278
+480% +$676K 0.18% 124
2020
Q3 		$135K Buy
3,181
+4
+0.1% +$156 0.07% 240
2020
Q2 		$115K Buy
3,177
+294
+10% +$9.9K 0.06% 235
2020
Q1 		$87.8K Buy
2,883
+1,608
+126% +$62.5K 0.06% 251
2019
Q4 		$55.7K Buy
+1,275
New +$52.3K 0.03% 302

Other funds holding FIDU

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