MA
FIDU icon

Montag & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Montag & Associates’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 		$1.2M Buy
13,876
+1,653
+14% +$149K 0.06% 225
2025
Q4 		$1.01M Sell
12,223
-1,349
-10% -$111K 0.05% 238
2025
Q3 		$1.11M Buy
13,572
+2,138
+19% +$171K 0.05% 231
2025
Q2 		$886K Buy
11,434
+293
+3% +$21K 0.04% 250
2025
Q1 		$763K Buy
11,141
+121
+1% +$8.65K 0.04% 269
2024
Q4 		$775K Buy
11,020
+62
+0.6% +$4.57K 0.04% 271
2024
Q3 		$791K Sell
10,958
-72
-0.7% -$4.9K 0.04% 270
2024
Q2 		$721K Hold
11,030
– – 0.04% 267
2024
Q1 		$748K Buy
11,030
+3,394
+44% +$214K 0.04% 280
2023
Q4 		$468K Buy
7,636
+2,345
+44% +$131K 0.03% 307
2023
Q3 		$286K Buy
5,291
+1,754
+50% +$99.7K 0.02% 341
2023
Q2 		$201K Hold
3,537
– – 0.01% 393
2023
Q1 		$187K Hold
3,537
– – 0.01% 391
2022
Q4 		$179K Buy
+3,537
New +$175K 0.01% 386

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