Bank of Montreal’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Bank of Montreal’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	$43.3K	Sell	500 -3	-0.6%	-$270	﹤0.01%	3326
2025 Q4	$41.5K	Hold	503	–	–	﹤0.01%	3219
2025 Q3	$41.2K	Buy	503 +3	+0.6%	+$240	﹤0.01%	3160
2025 Q2	$38.8K	Sell	500 -607	-55%	-$43.4K	﹤0.01%	3185
2025 Q1	$75.8K	Hold	1,107	–	–	﹤0.01%	2978
2024 Q4	$77.8K	Hold	1,107	–	–	﹤0.01%	3011
2024 Q3	$79.6K	Hold	1,107	–	–	﹤0.01%	3311
2024 Q2	$73.1K	Hold	1,107	–	–	﹤0.01%	3338
2024 Q1	$75.1K	Buy	1,107 +607	+121%	+$38.3K	﹤0.01%	3359
2023 Q4	$30.7K	Hold	500	–	–	﹤0.01%	3671
2023 Q3	$28.7K	Hold	500	–	–	﹤0.01%	3520
2023 Q2	$28.5K	Hold	500	–	–	﹤0.01%	3684
2023 Q1	$27K	Hold	500	–	–	﹤0.01%	3476
2022 Q4	$26.4K	Buy	+500	New	+$24.8K	﹤0.01%	3651

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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of Montreal's FIDU Position: Q1 2026 in Review

Bank of Montreal reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.6% in Q1 2026, selling an estimated $270 and leaving 500 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Bank of Montreal first reported a position in FIDU in Q4 2022 and has held it in 14 quarters since. The position peaked at $79.6K in Q3 2024. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Bank of Montreal held 500 shares of Fidelity MSCI Industrials Index ETF worth $43.3K as of Q1 2026.
Bank of Montreal sold 3 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $270.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3326 holding.
Bank of Montreal first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 14 quarters since.
Bank of Montreal's Fidelity MSCI Industrials Index ETF position peaked at $79.6K in Q3 2024.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.