GI
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Gradient Investments’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-1,791
Closed -$117K – 655
2024
Q2 		$117K Buy
+1,791
New +$118K ﹤0.01% 379
2020
Q3 		– Sell
-43
Closed -$2K – 1165
2020
Q2 		$2K Buy
+43
New +$1.45K ﹤0.01% 880
2018
Q3 		– Sell
-223
Closed -$8K – 999
2018
Q2 		$8K Buy
+223
New +$8.47K ﹤0.01% 646

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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Gradient Investments's FIDU Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2024, closing a stake of 1,791 shares — an estimated $117K sold.

Gradient Investments first reported a position in FIDU in Q2 2018 and held it in 3 quarters. The position peaked at $117K in Q2 2024. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,791 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $117K.
  • Gradient Investments first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 3 quarters.
  • Gradient Investments's Fidelity MSCI Industrials Index ETF position peaked at $117K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.