Exchange Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Exchange Capital 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	$2.34M	Sell	30,156 -769	-2%	-$55K	0.35%	83
2025 Q1	$2.12M	Sell	30,925 -239	-0.8%	-$17.1K	0.34%	86
2024 Q4	$2.19M	Sell	31,164 -380	-1%	-$28K	0.35%	85
2024 Q3	$2.28M	Sell	31,544 -634	-2%	-$43.2K	0.36%	83
2024 Q2	$2.1M	Sell	32,178 -540	-2%	-$35.7K	0.34%	87
2024 Q1	$2.22M	Sell	32,718 -632	-2%	-$39.9K	0.36%	83
2023 Q4	$2.04M	Sell	33,350 -941	-3%	-$52.7K	0.37%	81
2023 Q3	$1.86M	Sell	34,291 -195	-0.6%	-$11.1K	0.35%	83
2023 Q2	$1.96M	Sell	34,486 -1,261	-4%	-$66.8K	0.36%	80
2023 Q1	$1.89M	Sell	35,747 -509	-1%	-$26.8K	0.38%	78
2022 Q4	$1.84M	Sell	36,256 -217	-0.6%	-$10.8K	0.4%	79
2022 Q3	$1.59M	Sell	36,473 -291	-0.8%	-$14K	0.37%	83
2022 Q2	$1.66M	Sell	36,764 -330	-0.9%	-$16.1K	0.36%	83
2022 Q1	$2M	Sell	37,094 -877	-2%	-$46.6K	0.37%	82
2021 Q4	$2.13M	Sell	37,971 -1,326	-3%	-$73.4K	0.39%	82
2021 Q3	$2.04M	Sell	39,297 -793	-2%	-$43K	0.4%	84
2021 Q2	$2.17M	Sell	40,090 -963	-2%	-$52.2K	0.42%	75
2021 Q1	$2.14M	Sell	41,053 -421	-1%	-$20.7K	0.44%	74
2020 Q4	$1.95M	Sell	41,474 -193	-0.5%	-$8.53K	0.43%	72
2020 Q3	$1.67M	Sell	41,667 -294	-0.7%	-$11.5K	0.42%	71
2020 Q2	$1.51M	Sell	41,961 -5,192	-11%	-$175K	0.42%	72
2020 Q1	$1.44M	Sell	47,153 -1,064	-2%	-$41.3K	0.47%	65
2019 Q4	$2.03M	Sell	48,217 -9,488	-16%	-$390K	0.52%	65
2019 Q3	$2.3M	Buy	57,705 +885	+2%	+$34.8K	0.61%	59
2019 Q2	$2.26M	Buy	56,820 +2,959	+5%	+$115K	0.61%	58
2019 Q1	$2.06M	Buy	53,861 +6,044	+13%	+$223K	0.58%	64
2018 Q4	$1.57M	Buy	47,817 +8,619	+22%	+$311K	0.51%	70
2018 Q3	$1.58M	Buy	39,198 +1,318	+3%	+$51.7K	0.46%	70
2018 Q2	$1.41M	Buy	37,880 +5,952	+19%	+$226K	0.42%	74
2018 Q1	$1.21M	Buy	31,928 +9,233	+41%	+$362K	0.38%	75
2017 Q4	$878K	Buy	22,695 +5,297	+30%	+$198K	0.28%	85
2017 Q3	$636K	Buy	+17,398	New	+$612K	0.21%	90

Other funds holding FIDU

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Exchange Capital Management's FIDU Position: Q2 2025 in Review

Exchange Capital Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.5% in Q2 2025, selling an estimated $55K and leaving 30,156 shares worth $2.34M. The position accounts for 0.35% of the portfolio, ranked #83.

Exchange Capital Management first reported a position in FIDU in Q3 2017 and has held it in 32 quarters since. 192 funds tracked by Wall St. Rank hold FIDU as of Q2 2025.

Exchange Capital Management held 30,156 shares of Fidelity MSCI Industrials Index ETF worth $2.34M as of Q2 2025.
Exchange Capital Management sold 769 Fidelity MSCI Industrials Index ETF shares in Q2 2025, an estimated $55K.
Fidelity MSCI Industrials Index ETF made up 0.35% of Exchange Capital Management's portfolio in Q2 2025, its #83 holding.
Exchange Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2017 and has held it in 32 quarters since.
192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.