LFAS
FIDU icon

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

Level Four 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 		$1.21M Sell
14,038
-176
-1% -$15.8K 0.04% 385
2025
Q4 		$1.17M Hold
14,214
– – 0.04% 377
2025
Q3 		$1.16M Hold
14,214
– – 0.04% 371
2025
Q2 		$1.1M Sell
14,214
-5
-0% -$358 0.04% 359
2025
Q1 		$974K Buy
14,219
+31
+0.2% +$2.22K 0.04% 353
2024
Q4 		$998K Buy
14,188
+417
+3% +$30.7K 0.04% 346
2024
Q3 		$984K Sell
13,771
-467
-3% -$31.8K 0.04% 356
2024
Q2 		$931K Buy
14,238
+105
+0.7% +$6.94K 0.04% 350
2024
Q1 		$865K Hold
14,133
– – 0.05% 326
2023
Q4 		$865K Sell
14,133
-50
-0.4% -$2.8K 0.05% 323
2023
Q3 		$768K Hold
14,183
– – 0.05% 343
2023
Q2 		$807K Sell
14,183
-1,370
-9% -$72.6K 0.05% 338
2023
Q1 		$823K Buy
15,553
+4
+0% +$211 0.05% 319
2022
Q4 		$788K Buy
15,549
+706
+5% +$35K 0.06% 299
2022
Q3 		$648K Sell
14,843
-845
-5% -$40.7K 0.06% 272
2022
Q2 		$709K Hold
15,688
– – 0.07% 279
2022
Q1 		$844K Buy
15,688
+4,707
+43% +$250K 0.07% 275
2021
Q4 		$617K Buy
+10,981
New +$608K 0.05% 338

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AM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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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