Clearstead Trust’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Clearstead Trust’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	$5.45K	Hold	63	–	–	﹤0.01%	736
2025 Q4	$5.2K	Hold	63	–	–	﹤0.01%	754
2025 Q3	$5.16K	Hold	63	–	–	﹤0.01%	756
2025 Q2	$4.88K	Hold	63	–	–	﹤0.01%	754
2025 Q1	$4.31K	Hold	63	–	–	﹤0.01%	632
2024 Q4	$4.43K	Hold	63	–	–	﹤0.01%	391
2024 Q3	$4.55K	Hold	63	–	–	﹤0.01%	376
2024 Q2	$4.12K	Hold	63	–	–	﹤0.01%	390
2024 Q1	$4.27K	Hold	63	–	–	﹤0.01%	385
2023 Q4	$3.86K	Hold	63	–	–	﹤0.01%	373
2023 Q3	$3.41K	Hold	63	–	–	﹤0.01%	398
2023 Q2	$3.58K	Buy	+63	New	+$3.34K	﹤0.01%	343

Other funds holding FIDU

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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