FFA
FIDU icon

Farther Finance Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Farther Finance Advisors’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 		$626K Buy
7,113
+4,225
+146% +$380K 0.01% 1244
2025
Q4 		$238K Buy
2,888
+232
+9% +$19K ﹤0.01% 1807
2025
Q3 		$218K Buy
2,656
+2,647
+29,411% +$212K ﹤0.01% 1558
2025
Q2 		$698 Sell
9
-20
-69% -$1.43K ﹤0.01% 3976
2025
Q1 		$2K Buy
29
+20
+222% +$1.43K ﹤0.01% 3395
2024
Q4 		$633 Sell
9
-8
-47% -$590 ﹤0.01% 3391
2024
Q3 		$1.23K Hold
17
– – ﹤0.01% 3170
2024
Q2 		$1.1K Hold
17
– – ﹤0.01% 3040
2024
Q1 		$1.14K Hold
17
– – ﹤0.01% 2718
2023
Q4 		$1.04K Sell
17
-14
-45% -$784 ﹤0.01% 2712
2023
Q3 		$1.68K Hold
31
– – ﹤0.01% 1923
2023
Q2 		$1.76K Sell
31
-13
-30% -$689 ﹤0.01% 1795
2023
Q1 		$2.33K Buy
+44
New +$2.32K ﹤0.01% 1585

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
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