MWM
FIDU icon

Maltin Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Maltin Wealth Management’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 		$494K Sell
5,710
-303
-5% -$27.3K 0.19% 85
2025
Q4 		$496K Sell
6,013
-1,287
-18% -$106K 0.2% 82
2025
Q3 		$598K Buy
7,300
+13
+0.2% +$1.04K 0.25% 73
2025
Q2 		$565K Buy
7,287
+108
+2% +$7.73K 0.25% 74
2025
Q1 		$492K Buy
7,179
+266
+4% +$19K 0.23% 81
2024
Q4 		$486K Buy
6,913
+19
+0.3% +$1.4K 0.24% 79
2024
Q3 		$498K Buy
6,894
+11
+0.2% +$749 0.24% 77
2024
Q2 		$450K Buy
6,883
+11
+0.2% +$727 0.24% 77
2024
Q1 		$466K Buy
6,872
+10
+0.1% +$631 0.26% 77
2023
Q4 		$420K Sell
6,862
-1,113
-14% -$62.3K 0.27% 76
2023
Q3 		$432K Buy
7,975
+858
+12% +$48.8K 0.3% 75
2023
Q2 		$405K Buy
7,117
+1,038
+17% +$55K 0.29% 75
2023
Q1 		$322K Buy
6,079
+752
+14% +$39.6K 0.23% 80
2022
Q4 		$270K Buy
+5,327
New +$264K 0.2% 88
2020
Q1 		– Sell
-69,367
Closed -$2.92M – 90
2019
Q4 		$2.92M Buy
+69,367
New +$2.85M 1.89% 15

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