CAWM
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Capital A Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Capital A Wealth 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 		$15.7K Buy
257
+174
+210% +$12.4K 0.18% 159
2025
Q1 		$5.68K Buy
83
+60
+261% +$4.29K 0.01% 356
2024
Q4 		$1.62K Buy
+23
New +$1.7K ﹤0.01% 500

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital A Wealth Management's FIDU Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 210% in Q2 2025, buying an estimated $12.4K and bringing the position to 257 shares worth $15.7K. The position accounts for 0.18% of the portfolio, ranked #159.

Capital A Wealth Management first reported a position in FIDU in Q4 2024 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold FIDU as of Q2 2025.

  • Capital A Wealth Management held 257 shares of Fidelity MSCI Industrials Index ETF worth $15.7K as of Q2 2025.
  • Capital A Wealth Management bought 174 Fidelity MSCI Industrials Index ETF shares in Q2 2025, an estimated $12.4K.
  • Fidelity MSCI Industrials Index ETF made up 0.18% of Capital A Wealth Management's portfolio in Q2 2025, its #159 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.