Envestnet Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Envestnet Asset 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
2026 Q1	$3.72M	Buy	42,974 +14,278	+50%	+$1.28M	﹤0.01%	2555
2025 Q4	$2.37M	Sell	28,696 -4,587	-14%	-$376K	﹤0.01%	2706
2025 Q3	$2.73M	Sell	33,283 -33,586	-50%	-$2.69M	﹤0.01%	2676
2025 Q2	$5.18M	Buy	66,869 +21,898	+49%	+$1.57M	﹤0.01%	2177
2025 Q1	$3.08M	Sell	44,971 -864	-2%	-$61.8K	﹤0.01%	2440
2024 Q4	$3.22M	Sell	45,835 -29,686	-39%	-$2.19M	﹤0.01%	2384
2024 Q3	$5.45M	Buy	75,521 +505	+0.7%	+$34.4K	﹤0.01%	2046
2024 Q2	$4.9M	Buy	75,016 +1,561	+2%	+$103K	﹤0.01%	2036
2024 Q1	$4.98M	Sell	73,455 -12,971	-15%	-$819K	﹤0.01%	1976
2023 Q4	$5.29M	Sell	86,426 -39,454	-31%	-$2.21M	﹤0.01%	1860
2023 Q3	$6.81M	Sell	125,880 -3,335	-3%	-$190K	﹤0.01%	1617
2023 Q2	$7.35M	Sell	129,215 -12,453	-9%	-$660K	﹤0.01%	1483
2023 Q1	$7.49M	Buy	141,668 +5,950	+4%	+$313K	﹤0.01%	1403
2022 Q4	$6.88M	Buy	135,718 +118,286	+679%	+$5.87M	﹤0.01%	1420
2022 Q3	$761K	Buy	17,432 +614	+4%	+$29.6K	﹤0.01%	2766
2022 Q2	$760K	Sell	16,818 -4,899	-23%	-$239K	﹤0.01%	2802
2022 Q1	$1.17M	Sell	21,717 -118,184	-84%	-$6.29M	﹤0.01%	2559
2021 Q4	$7.86M	Sell	139,901 -33,587	-19%	-$1.86M	﹤0.01%	1328
2021 Q3	$9M	Sell	173,488 -129,277	-43%	-$7.01M	﹤0.01%	1204
2021 Q2	$16.4M	Buy	302,765 +99,720	+49%	+$5.4M	0.01%	871
2021 Q1	$10.6M	Sell	203,045 -19,328	-9%	-$948K	0.01%	1008
2020 Q4	$10.5M	Sell	222,373 -11,675	-5%	-$516K	0.01%	893
2020 Q3	$9.39M	Buy	234,048 +104,478	+81%	+$4.07M	0.01%	841
2020 Q2	$4.65M	Buy	129,570 +117,192	+947%	+$3.95M	﹤0.01%	1159
2020 Q1	$377K	Sell	12,378 -295,970	-96%	-$11.5M	﹤0.01%	2440
2019 Q4	$13M	Sell	308,348 -35,818	-10%	-$1.47M	0.01%	697
2019 Q3	$13.7M	Sell	344,166 -36,414	-10%	-$1.43M	0.02%	619
2019 Q2	$15.1M	Sell	380,580 -304,566	-44%	-$11.8M	0.02%	571
2019 Q1	$26.2M	Buy	685,146 +659,904	+2,614%	+$24.3M	0.04%	361
2018 Q4	$827K	Sell	25,242 -632,439	-96%	-$22.8M	﹤0.01%	1853
2018 Q3	$26.4M	Buy	+657,681	New	+$25.8M	0.05%	150
2016 Q4	–	Sell	-460,475	Closed	-$13.9M	–	3163
2016 Q3	$13.9M	Sell	460,475 -201,024	-30%	-$6.05M	0.05%	257
2016 Q2	$19.2M	Sell	661,499 -379,462	-36%	-$10.9M	0.08%	226
2016 Q1	$29.6M	Buy	1,040,961 +1,006,710	+2,939%	+$26.5M	0.13%	137
2015 Q4	$932K	Buy	+34,251	New	+$942K	﹤0.01%	1323
2014 Q4	–	Sell	-244,068	Closed	-$6.67M	–	2570
2014 Q3	$6.67M	Sell	244,068 -37,365	-13%	-$1.04M	0.07%	199
2014 Q2	$7.93M	Buy	+281,433	New	+$7.81M	0.08%	184

Other funds holding FIDU

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management's FIDU Position: Q1 2026 in Review

Envestnet Asset Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 50% in Q1 2026, buying an estimated $1.28M and bringing the position to 42,974 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Envestnet Asset Management first reported a position in FIDU in Q2 2014 and has held it in 37 quarters since. The position peaked at $29.6M in Q1 2016. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Envestnet Asset Management held 42,974 shares of Fidelity MSCI Industrials Index ETF worth $3.72M as of Q1 2026.
Envestnet Asset Management bought 14,278 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $1.28M.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2555 holding.
Envestnet Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 37 quarters since.
Envestnet Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $29.6M in Q1 2016.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.