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Flagship Wealth Advisors’s Fidus Investment FDUS Stock Holding History

Flagship Wealth Advisors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-84
Closed -$1.7K – 399
2025
Q3 		$1.7K Buy
+84
New +$1.77K ﹤0.01% 392

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Flagship Wealth Advisors's FDUS Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of Fidus Investment (FDUS) in Q4 2025, closing a stake of 84 shares — an estimated $1.7K sold.

Flagship Wealth Advisors first reported a position in FDUS in Q3 2025 and held it in 1 quarter. The position peaked at $1.7K in Q3 2025. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

  • Flagship Wealth Advisors reported no remaining Fidus Investment position as of Q4 2025 after selling out during the quarter.
  • Flagship Wealth Advisors sold 84 Fidus Investment shares in Q4 2025, an estimated $1.7K.
  • Flagship Wealth Advisors first reported a position in Fidus Investment in Q3 2025 and held it in 1 quarter.
  • Flagship Wealth Advisors's Fidus Investment position peaked at $1.7K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.