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Concourse Financial Group Securities’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Concourse Financial Group Securities’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
-35
Closed -$2.63K – 712
2024
Q4 		$2.63K Sell
35
-71
-67% -$5.23K ﹤0.01% 1984
2024
Q3 		$7.65K Sell
106
-200
-65% -$13.6K ﹤0.01% 1762
2024
Q2 		$20K Hold
306
– – ﹤0.01% 1513
2024
Q1 		$20.7K Buy
306
+71
+30% +$4.48K ﹤0.01% 1499
2023
Q4 		$14.4K Hold
235
– – ﹤0.01% 1576
2023
Q3 		$12.7K Hold
235
– – ﹤0.01% 1575
2023
Q2 		$13.4K Hold
235
– – ﹤0.01% 1575
2023
Q1 		$12.4K Sell
235
-55
-19% -$2.9K ﹤0.01% 1603
2022
Q4 		$14.7K Sell
290
-238
-45% -$11.8K ﹤0.01% 1553
2022
Q3 		$23K Hold
528
– – ﹤0.01% 1253
2022
Q2 		$24K Sell
528
-6
-1% -$293 ﹤0.01% 1385
2022
Q1 		$29K Sell
534
-100
-16% -$5.32K ﹤0.01% 1351
2021
Q4 		$36K Hold
634
– – ﹤0.01% 1409
2021
Q3 		$33K Sell
634
-151
-19% -$8.18K ﹤0.01% 1479
2021
Q2 		$43K Buy
785
+35
+5% +$1.9K ﹤0.01% 1368
2021
Q1 		$39K Buy
750
+112
+18% +$5.5K ﹤0.01% 1316
2020
Q4 		$30K Hold
638
– – ﹤0.01% 1321
2020
Q3 		$26K Sell
638
-2,500
-80% -$97.5K ﹤0.01% 1276
2020
Q2 		$113K Buy
3,138
+2,805
+842% +$94.5K 0.01% 690
2020
Q1 		$10K Buy
333
+108
+48% +$4.2K ﹤0.01% 1447
2019
Q4 		$9K Buy
225
+125
+125% +$5.13K ﹤0.01% 1469
2019
Q3 		$4K Sell
100
-300
-75% -$11.8K ﹤0.01% 1365
2019
Q2 		$16K Buy
400
+75
+23% +$2.92K ﹤0.01% 1326
2019
Q1 		$12K Sell
325
-100
-24% -$3.69K ﹤0.01% 1452
2018
Q4 		$13K Buy
+425
New +$15.3K ﹤0.01% 1321

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 $79.5B AUM 27.1% 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

Concourse Financial Group Securities's FIDU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 35 shares — an estimated $2.63K sold.

Concourse Financial Group Securities first reported a position in FIDU in Q4 2018 and held it in 25 quarters. The position peaked at $113K in Q2 2020. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 35 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $2.63K.
  • Concourse Financial Group Securities first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Fidelity MSCI Industrials Index ETF position peaked at $113K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.