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

Lifeworks 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 		$9.72M Buy
112,300
+382
+0.3% +$34.4K 1.25% 14
2025
Q4 		$9.23M Buy
111,918
+48,789
+77% +$4M 1.2% 11
2025
Q3 		$5.17M Buy
63,129
+16,716
+36% +$1.34M 0.69% 49
2025
Q2 		$3.6M Sell
46,413
-5,411
-10% -$387K 0.54% 58
2025
Q1 		$3.55M Buy
51,824
+4,276
+9% +$306K 0.59% 44
2024
Q4 		$3.34M Buy
47,548
+12,928
+37% +$953K 0.6% 51
2024
Q3 		$2.5M Sell
34,620
-209
-0.6% -$14.2K 0.49% 63
2024
Q2 		$2.28M Sell
34,829
-3,898
-10% -$258K 0.63% 48
2024
Q1 		$2.63M Buy
38,727
+2,713
+8% +$171K 0.74% 40
2023
Q4 		$2.21M Buy
36,014
+455
+1% +$25.5K 0.76% 39
2023
Q3 		$1.92M Buy
35,559
+744
+2% +$42.3K 0.75% 39
2023
Q2 		$1.98M Sell
34,815
-720
-2% -$38.1K 0.84% 37
2023
Q1 		$1.88M Buy
35,535
+3,994
+13% +$210K 0.89% 37
2022
Q4 		$1.6M Buy
31,541
+270
+0.9% +$13.4K 0.9% 39
2022
Q3 		$1.54M Buy
31,271
+3,342
+12% +$161K 0.88% 36
2022
Q2 		$1.26M Sell
27,929
-55
-0.2% -$2.69K 0.8% 35
2022
Q1 		$1.51M Buy
27,984
+10,701
+62% +$569K 1% 27
2021
Q4 		$971K Buy
+17,283
New +$956K 0.77% 39

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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