Atria Wealth Solutions’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.38M	Sell	17,471 -2,281	-12%	-$163K	0.03%	525
2025 Q1	$1.35M	Buy	19,752 +16,645	+536%	+$1.19M	0.02%	776
2024 Q4	$218K	Sell	3,107 -445	-13%	-$32.8K	﹤0.01%	1772
2024 Q3	$256K	Sell	3,552 -65	-2%	-$4.42K	﹤0.01%	1608
2024 Q2	$236K	Hold	3,617	–	–	﹤0.01%	1656
2024 Q1	$245K	Hold	3,617	–	–	﹤0.01%	1691
2023 Q4	$221K	Buy	+3,617	New	+$203K	﹤0.01%	1708
2023 Q3	–	Sell	-3,580	Closed	-$204K	–	1901
2023 Q2	$204K	Buy	+3,580	New	+$190K	﹤0.01%	1692
2023 Q1	–	Sell	-4,001	Closed	-$203K	–	1888
2022 Q4	$203K	Buy	+4,001	New	+$198K	﹤0.01%	1604
2022 Q2	–	Sell	-5,785	Closed	-$311K	–	1721
2022 Q1	$311K	Buy	+5,785	New	+$308K	0.01%	1301

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's FIDU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 12% in Q2 2025, selling an estimated $163K and leaving 17,471 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #525.

Atria Wealth Solutions first reported a position in FIDU in Q1 2022 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold FIDU as of Q2 2025.

Atria Wealth Solutions held 17,471 shares of Fidelity MSCI Industrials Index ETF worth $1.38M as of Q2 2025.
Atria Wealth Solutions sold 2,281 Fidelity MSCI Industrials Index ETF shares in Q2 2025, an estimated $163K.
Fidelity MSCI Industrials Index ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #525 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and has held it in 10 quarters since.
192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.