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IFP Advisors’s Fidus Investment FDUS Stock Holding History

IFP 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
Q1 		– Sell
-1
Closed -$21 – 4418
2024
Q4 		$21 Hold
1
– – ﹤0.01% 4442
2024
Q3 		$20 Sell
1
-7,333
-100% -$144K ﹤0.01% 3271
2024
Q2 		$143K Buy
+7,334
New +$146K 0.01% 1204
2016
Q1 		– Sell
-538
Closed -$7K – 2706
2015
Q4 		$7K Buy
+538
New +$7.52K ﹤0.01% 2758

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

IFP Advisors's FDUS Position: Q1 2025 in Review

IFP Advisors sold out of Fidus Investment (FDUS) in Q1 2025, closing a stake of 1 share — an estimated $21 sold.

IFP Advisors first reported a position in FDUS in Q4 2015 and held it in 4 quarters. The position peaked at $143K in Q2 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q1 2025.

  • IFP Advisors reported no remaining Fidus Investment position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 1 Fidus Investment share in Q1 2025, an estimated $21.
  • IFP Advisors first reported a position in Fidus Investment in Q4 2015 and held it in 4 quarters.
  • IFP Advisors's Fidus Investment position peaked at $143K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.