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

Avior 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
2025 Q1	–	Sell	-185	Closed	-$13K	–	1289
2024 Q4	$13K	Hold	185	–	–	﹤0.01%	1537
2024 Q3	$13.4K	Hold	185	–	–	﹤0.01%	1464
2024 Q2	$12.1K	Hold	185	–	–	﹤0.01%	1462
2024 Q1	$12.5K	Hold	185	–	–	﹤0.01%	1783
2023 Q4	$11.3K	Hold	185	–	–	﹤0.01%	970
2023 Q3	$10K	Hold	185	–	–	﹤0.01%	1042
2023 Q2	$10.5K	Hold	185	–	–	﹤0.01%	1021
2023 Q1	$9.78K	Sell	185 -9	-5%	-$474	﹤0.01%	1057
2022 Q4	$9.84K	Sell	194 -1,052	-84%	-$52.2K	﹤0.01%	854
2022 Q3	$54K	Sell	1,246 -2,716	-69%	-$131K	﹤0.01%	590
2022 Q2	$179K	Sell	3,962 -1,511	-28%	-$73.9K	0.02%	433
2022 Q1	$294K	Sell	5,473 -3,278	-37%	-$174K	0.03%	387
2021 Q4	$491K	Sell	8,751 -3,792	-30%	-$210K	0.04%	331
2021 Q3	$650K	Sell	12,543 -43,670	-78%	-$2.37M	0.05%	258
2021 Q2	$3.05M	Sell	56,213 -3,803	-6%	-$206K	0.31%	70
2021 Q1	$3.13M	Buy	+60,016	New	+$2.94M	0.33%	68

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B 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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FSC

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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Avior Wealth Management's FIDU Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 185 shares — an estimated $13K sold.

Avior Wealth Management first reported a position in FIDU in Q1 2021 and held it in 16 quarters. The position peaked at $3.13M in Q1 2021. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

Avior Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 185 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $13K.
Avior Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 16 quarters.
Avior Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $3.13M in Q1 2021.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.