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Beaumont Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Beaumont Financial 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 		$1.66M Buy
19,169
+1,115
+6% +$100K 0.11% 113
2025
Q4 		$1.49M Sell
18,054
-42
-0.2% -$3.45K 0.1% 123
2025
Q3 		$1.48M Sell
18,096
-4,412
-20% -$354K 0.1% 120
2025
Q2 		$1.75M Sell
22,508
-1,716
-7% -$123K 0.13% 103
2025
Q1 		$1.66M Buy
24,224
+386
+2% +$27.6K 0.13% 109
2024
Q4 		$1.68M Buy
23,838
+3,566
+18% +$263K 0.13% 109
2024
Q3 		$1.46M Buy
20,272
+1,816
+10% +$124K 0.11% 110
2024
Q2 		$1.21M Buy
18,456
+9
+0% +$595 0.1% 132
2024
Q1 		$1.25M Sell
18,447
-3,874
-17% -$245K 0.1% 127
2023
Q4 		$1.37M Sell
22,321
-24,871
-53% -$1.39M 0.12% 118
2023
Q3 		$2.55M Sell
47,192
-249
-0.5% -$14.2K 0.26% 62
2023
Q2 		$2.7M Buy
47,441
+8,867
+23% +$470K 0.25% 65
2023
Q1 		$2.04M Sell
38,574
-5,690
-13% -$300K 0.21% 69
2022
Q4 		$2.24M Buy
+44,264
New +$2.19M 0.23% 62
2022
Q2 		– Sell
-61,285
Closed -$3.3M – 318
2022
Q1 		$3.3M Buy
61,285
+43,979
+254% +$2.34M 0.25% 79
2021
Q4 		$973K Sell
17,306
-3,288
-16% -$182K 0.07% 146
2021
Q3 		$1.07M Buy
20,594
+2,437
+13% +$132K 0.08% 135
2021
Q2 		$984K Sell
18,157
-6,266
-26% -$339K 0.08% 148
2021
Q1 		$1.27M Sell
24,423
-2,415
-9% -$119K 0.11% 123
2020
Q4 		$1.26M Buy
26,838
+1,954
+8% +$86.4K 0.11% 124
2020
Q3 		$999K Sell
24,884
-247,719
-91% -$9.66M 0.1% 144
2020
Q2 		$9.79M Buy
+272,603
New +$9.18M 1.02% 32
2020
Q1 		– Sell
-79,333
Closed -$3.34M – 249
2019
Q4 		$3.34M Sell
79,333
-17,789
-18% -$730K 0.33% 70
2019
Q3 		$3.87M Sell
97,122
-3,839
-4% -$151K 0.39% 64
2019
Q2 		$4.01M Sell
100,961
-427,704
-81% -$16.6M 0.41% 61
2019
Q1 		$20.2M Buy
+528,665
New +$19.5M 2.16% 12
2018
Q4 		– Sell
-614,934
Closed -$24.7M – 205
2018
Q3 		$24.7M Buy
+614,934
New +$24.1M 2.46% 11
2018
Q2 		– Sell
-967,547
Closed -$36.6M – 214
2018
Q1 		$36.6M Buy
967,547
+434,140
+81% +$17M 4.08% 5
2017
Q4 		$20.6M Sell
533,407
-35,306
-6% -$1.32M 2.42% 12
2017
Q3 		$20.8M Buy
568,713
+8,966
+2% +$315K 2.59% 7
2017
Q2 		$19.5M Buy
559,747
+66,780
+14% +$2.28M 2.53% 9
2017
Q1 		$16.5M Sell
492,967
-132,618
-21% -$4.42M 2.26% 10
2016
Q4 		$20.2M Buy
625,585
+302,820
+94% +$9.42M 3.05% 7
2016
Q3 		$9.76M Sell
322,765
-138,719
-30% -$4.18M 1.54% 21
2016
Q2 		$13.4M Sell
461,484
-174,640
-27% -$5.01M 2.2% 11
2016
Q1 		$18.1M Buy
+636,124
New +$16.7M 2.94% 5
2015
Q2 		– Sell
-1,170,369
Closed -$33.7M – 139
2015
Q1 		$33.7M Buy
1,170,369
+74,396
+7% +$2.13M 1.17% 25
2014
Q4 		$31.6M Sell
1,095,973
-43,279
-4% -$1.21M 1.52% 21
2014
Q3 		$31.2M Buy
1,139,252
+181,294
+19% +$5.04M 2.04% 12
2014
Q2 		$27M Buy
+957,958
New +$26.6M 1.91% 8

Other funds holding FIDU

Lido Advisors
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
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 $377B 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

Beaumont Financial Advisors's FIDU Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.2% in Q1 2026, buying an estimated $100K and bringing the position to 19,169 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #113.

Beaumont Financial Advisors first reported a position in FIDU in Q2 2014 and has held it in 40 quarters since. The position peaked at $36.6M in Q1 2018. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • Beaumont Financial Advisors held 19,169 shares of Fidelity MSCI Industrials Index ETF worth $1.66M as of Q1 2026.
  • Beaumont Financial Advisors bought 1,115 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $100K.
  • Fidelity MSCI Industrials Index ETF made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Beaumont Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 40 quarters since.
  • Beaumont Financial Advisors's Fidelity MSCI Industrials Index ETF position peaked at $36.6M in Q1 2018.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.