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Briaud Financial Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Briaud Financial Planning’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
-500
Closed -$35K – 204
2024
Q4 		$35K Buy
+500
New +$36.9K 0.01% 91

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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

Briaud Financial Planning's FIDU Position: Q1 2025 in Review

Briaud Financial Planning sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 500 shares — an estimated $35K sold.

Briaud Financial Planning first reported a position in FIDU in Q4 2024 and held it in 1 quarter. The position peaked at $35K in Q4 2024. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

  • Briaud Financial Planning reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 500 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $35K.
  • Briaud Financial Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity MSCI Industrials Index ETF position peaked at $35K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.