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Householder Group Estate & Retirement Specialist’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-145
Closed -$10K – 760
2024
Q3 		$10K Hold
145
– – ﹤0.01% 809
2024
Q2 		$9K Hold
145
– – ﹤0.01% 825
2024
Q1 		$9.83K Hold
145
– – ﹤0.01% 815
2023
Q4 		$8K Hold
145
– – ﹤0.01% 811
2023
Q3 		$7.85K Buy
+145
New +$8.24K ﹤0.01% 844
2023
Q1 		$8K Buy
+145
New +$7.63K ﹤0.01% 853
2022
Q4 		– Sell
-145
Closed -$6K – 568
2022
Q3 		$6K Buy
+145
New +$6.99K ﹤0.01% 837

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FIDU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 145 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in FIDU in Q3 2022 and held it in 7 quarters. The position peaked at $10K in Q3 2024. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 145 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Fidelity MSCI Industrials Index ETF position peaked at $10K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.