MG
FIDU icon

Mather Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Mather Group’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
2024
Q3 		– Sell
-627
Closed -$42.5K – 1869
2024
Q2 		$42.5K Buy
+627
New +$41.5K ﹤0.01% 1043

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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
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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Mather Group's FIDU Position: Q3 2024 in Review

Mather Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2024, closing a stake of 627 shares — an estimated $42.5K sold.

Mather Group first reported a position in FIDU in Q2 2024 and held it in 1 quarter. The position peaked at $42.5K in Q2 2024. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

  • Mather Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 627 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $42.5K.
  • Mather Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Fidelity MSCI Industrials Index ETF position peaked at $42.5K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.