Beaumont Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Beaumont Capital 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 Q2	–	Sell	-4,022	Closed	-$275K	–	52
2025 Q1	$275K	Buy	+4,022	New	+$287K	0.2%	58
2022 Q1	–	Sell	-121,059	Closed	-$6.8M	–	44
2021 Q4	$6.8M	Sell	121,059 -29,313	-19%	-$1.62M	3.93%	5
2021 Q3	$7.8M	Buy	150,372 +29,088	+24%	+$1.58M	6.69%	2
2021 Q2	$6.58M	Sell	121,284 -155	-0.1%	-$8.4K	6.47%	1
2021 Q1	$6.33M	Sell	121,439 -22,167	-15%	-$1.09M	6.28%	3
2020 Q4	$6.75M	Buy	+143,606	New	+$6.35M	6.75%	3

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beaumont Capital Management's FIDU Position: Q2 2025 in Review

Beaumont Capital Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2025, closing a stake of 4,022 shares — an estimated $275K sold.

Beaumont Capital Management first reported a position in FIDU in Q4 2020 and held it in 6 quarters. The position peaked at $7.8M in Q3 2021. 192 funds tracked by Wall St. Rank hold FIDU as of Q2 2025.

Beaumont Capital Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Capital Management sold 4,022 Fidelity MSCI Industrials Index ETF shares in Q2 2025, an estimated $275K.
Beaumont Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 6 quarters.
Beaumont Capital Management's Fidelity MSCI Industrials Index ETF position peaked at $7.8M in Q3 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.