BCI
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Brinker Capital Investments’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Brinker Capital Investments’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 		– Sell
-6,708
Closed -$553K – 2092
2025
Q4 		$553K Sell
6,708
-99
-1% -$8.13K ﹤0.01% 1553
2025
Q3 		$558K Sell
6,807
-313
-4% -$25.1K ﹤0.01% 1506
2025
Q2 		$552K Buy
7,120
+990
+16% +$70.8K ﹤0.01% 1468
2025
Q1 		$420K Buy
6,130
+1,136
+23% +$81.2K ﹤0.01% 1488
2024
Q4 		$351K Buy
4,994
+1,022
+26% +$75.3K ﹤0.01% 1480
2024
Q3 		$287K Buy
3,972
+441
+12% +$30K ﹤0.01% 1536
2024
Q2 		$231K Sell
3,531
-21,866
-86% -$1.45M ﹤0.01% 1573
2024
Q1 		$1.72M Sell
25,397
-18,699
-42% -$1.18M 0.02% 730
2023
Q4 		$2.65M Sell
44,096
-24,290
-36% -$1.36M 0.03% 499
2023
Q3 		$3.7M Sell
68,386
-2,613
-4% -$149K 0.04% 374
2023
Q2 		$7.51M Sell
70,999
-1,095
-2% -$58K 0.08% 242
2023
Q1 		$3.81M Buy
72,094
+21,010
+41% +$1.11M 0.05% 338
2022
Q4 		$2.59M Sell
51,084
-2,249
-4% -$112K 0.05% 383
2022
Q3 		$2.33M Buy
+53,333
New +$2.57M 0.05% 392

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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