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FIDU icon

HBW Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

HBW Advisory Services’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 		$255K Buy
+2,950
New +$265K 0.03% 380
2025
Q4 		– Sell
-2,807
Closed -$230K – 432
2025
Q3 		$230K Buy
2,807
+16
+0.6% +$1.28K 0.03% 377
2025
Q2 		$216K Buy
+2,791
New +$200K 0.03% 381
2025
Q1 		– Sell
-7,017
Closed -$493K – 402
2024
Q4 		$493K Buy
+7,017
New +$517K 0.05% 205
2024
Q3 		– Sell
-24,355
Closed -$1.59M – 377
2024
Q2 		$1.59M Buy
+24,355
New +$1.61M 0.26% 101
2022
Q1 		– Sell
-26,318
Closed -$1.48M – 239
2021
Q4 		$1.48M Sell
26,318
-2,290
-8% -$127K 0.35% 76
2021
Q3 		$1.48M Sell
28,608
-7,536
-21% -$408K 0.38% 72
2021
Q2 		$1.96M Buy
36,144
+747
+2% +$40.5K 0.52% 60
2021
Q1 		$1.84M Sell
35,397
-102,685
-74% -$5.04M 0.49% 68
2020
Q4 		$6.49M Buy
138,082
+130,514
+1,725% +$5.77M 1.98% 6
2020
Q3 		$304K Buy
+7,568
New +$295K 0.12% 139

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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