McIlrath & Eck’s Fidus Investment FDUS Stock Holding History

McIlrath & Eck’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,025	Closed	-$63.6K	–	959
2024 Q4	$63.6K	Hold	3,025	–	–	0.01%	260
2024 Q3	$59.3K	Buy	+3,025	New	+$59.5K	0.01%	273

Other funds holding FDUS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

McIlrath & Eck's FDUS Position: Q1 2025 in Review

McIlrath & Eck sold out of Fidus Investment (FDUS) in Q1 2025, closing a stake of 3,025 shares — an estimated $63.6K sold.

McIlrath & Eck first reported a position in FDUS in Q3 2024 and held it in 2 quarters. The position peaked at $63.6K in Q4 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q1 2025.

McIlrath & Eck reported no remaining Fidus Investment position as of Q1 2025 after selling out during the quarter.
McIlrath & Eck sold 3,025 Fidus Investment shares in Q1 2025, an estimated $63.6K.
McIlrath & Eck first reported a position in Fidus Investment in Q3 2024 and held it in 2 quarters.
McIlrath & Eck's Fidus Investment position peaked at $63.6K in Q4 2024.
121 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.