Lido Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Lido Advisors’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	$150M	Sell	1,738,015 -371	-0%	-$33.4K	0.46%	29
2025 Q4	$142M	Buy	1,738,386 +1,801	+0.1%	+$148K	0.43%	34
2025 Q3	$142M	Buy	1,736,585 +32,118	+2%	+$2.57M	0.45%	33
2025 Q2	$132M	Buy	1,704,467 +125,189	+8%	+$8.96M	0.51%	24
2025 Q1	$108M	Buy	1,579,278 +49,035	+3%	+$3.5M	0.49%	26
2024 Q4	$108M	Buy	1,530,243 +44,828	+3%	+$3.3M	0.49%	28
2024 Q3	$107M	Sell	1,485,415 -3,769	-0.3%	-$257K	0.53%	22
2024 Q2	$97.3M	Buy	1,489,184 +54,276	+4%	+$3.59M	0.54%	20
2024 Q1	$97.3M	Buy	1,434,908 +59,781	+4%	+$3.77M	0.57%	19
2023 Q4	$84.2M	Sell	1,375,127 -18,748	-1%	-$1.05M	0.57%	20
2023 Q3	$75.4M	Buy	1,393,875 +131,386	+10%	+$7.47M	0.57%	20
2023 Q2	$71.8M	Buy	1,262,489 +89,264	+8%	+$4.73M	0.51%	21
2023 Q1	$62.1M	Buy	1,173,225 +52,696	+5%	+$2.77M	0.6%	19
2022 Q4	$56.8M	Buy	1,120,529 +4,894	+0.4%	+$243K	0.69%	14
2022 Q3	$48.7M	Buy	1,115,635 +37,710	+3%	+$1.82M	0.61%	16
2022 Q2	$48.7M	Buy	1,077,925 +4,512	+0.4%	+$221K	0.65%	16
2022 Q1	$57.8M	Buy	1,073,413 +42,327	+4%	+$2.25M	0.64%	17
2021 Q4	$57.9M	Buy	1,031,086 +58,370	+6%	+$3.23M	0.63%	17
2021 Q3	$50.5M	Buy	972,716 +187,128	+24%	+$10.1M	0.71%	17
2021 Q2	$42.6M	Buy	785,588 +17,987	+2%	+$974K	0.59%	17
2021 Q1	$40M	Buy	767,601 +123,596	+19%	+$6.06M	0.69%	18
2020 Q4	$30.3M	Buy	644,005 +23,306	+4%	+$1.03M	0.63%	18
2020 Q3	$24.9M	Buy	620,699 +37,845	+6%	+$1.48M	0.64%	20
2020 Q2	$20.9M	Buy	582,854 +48,993	+9%	+$1.65M	0.63%	19
2020 Q1	$16.3M	Buy	533,861 +36,247	+7%	+$1.41M	0.69%	18
2019 Q4	$20.9M	Buy	497,614 +17,332	+4%	+$712K	0.83%	16
2019 Q3	$19.1M	Buy	480,282 +69,706	+17%	+$2.74M	0.97%	13
2019 Q2	$16.3M	Sell	410,576 -19,671	-5%	-$765K	0.93%	16
2019 Q1	$16.4M	Buy	430,247 +58,310	+16%	+$2.15M	1.07%	17
2018 Q4	$12.2M	Buy	371,937 +73,521	+25%	+$2.65M	1.2%	17
2018 Q3	$12M	Buy	298,416 +81,485	+38%	+$3.2M	1.17%	18
2018 Q2	$8.04M	Buy	216,931 +74,397	+52%	+$2.83M	0.92%	20
2018 Q1	$5.39M	Buy	142,534 +51,052	+56%	+$2M	0.74%	25
2017 Q4	$3.54M	Buy	91,482 +14,696	+19%	+$549K	0.5%	33
2017 Q3	$2.83M	Buy	76,786 +18,998	+33%	+$668K	0.45%	35
2017 Q2	$2.01M	Buy	57,788 +14,620	+34%	+$500K	0.42%	35
2017 Q1	$1.48M	Buy	43,168 +29,908	+226%	+$996K	0.41%	39
2016 Q4	$427K	Buy	+13,260	New	+$413K	0.11%	104

Other funds holding FIDU

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Lido Advisors's FIDU Position: Q1 2026 in Review

Lido Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.02% in Q1 2026, selling an estimated $33.4K and leaving 1,738,015 shares worth $150M. The position accounts for 0.46% of the portfolio, ranked #29.

Lido Advisors first reported a position in FIDU in Q4 2016 and has held it in 38 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Lido Advisors held 1,738,015 shares of Fidelity MSCI Industrials Index ETF worth $150M as of Q1 2026.
Lido Advisors sold 371 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $33.4K.
Fidelity MSCI Industrials Index ETF made up 0.46% of Lido Advisors's portfolio in Q1 2026, its #29 holding.
Lido Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2016 and has held it in 38 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.