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Congress Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Congress 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 		$786K Sell
10,133
-86
-0.8% -$6.15K 0.01% 774
2025
Q1 		$700K Buy
10,219
+149
+1% +$10.7K 0.01% 718
2024
Q4 		$708K Buy
10,070
+2,335
+30% +$172K 0.01% 572
2024
Q3 		$558K Buy
7,735
+1,962
+34% +$134K 0.01% 622
2024
Q2 		$377K Buy
+5,773
New +$382K 0.01% 575

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $104B AUM 28.3% 1-Year Est. Return

Congress Wealth Management's FIDU Position: Q2 2025 in Review

Congress Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.84% in Q2 2025, selling an estimated $6.15K and leaving 10,133 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #774.

Congress Wealth Management first reported a position in FIDU in Q2 2024 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold FIDU as of Q2 2025.

  • Congress Wealth Management held 10,133 shares of Fidelity MSCI Industrials Index ETF worth $786K as of Q2 2025.
  • Congress Wealth Management sold 86 Fidelity MSCI Industrials Index ETF shares in Q2 2025, an estimated $6.15K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #774 holding.
  • Congress Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.