Orion Portfolio Solutions’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$420K	Buy	6,130 +1,136	+23%	+$81.2K	﹤0.01%	1488
2024 Q4	$351K	Buy	4,994 +1,022	+26%	+$75.3K	﹤0.01%	1480
2024 Q3	$287K	Buy	3,972 +441	+12%	+$30K	﹤0.01%	1536
2024 Q2	$231K	Sell	3,531 -21,866	-86%	-$1.45M	﹤0.01%	1573
2024 Q1	$1.72M	Sell	25,397 -18,699	-42%	-$1.18M	0.02%	730
2023 Q4	$2.65M	Sell	44,096 -24,290	-36%	-$1.36M	0.03%	499
2023 Q3	$3.7M	Sell	68,386 -2,613	-4%	-$149K	0.04%	374
2023 Q2	$7.51M	Sell	70,999 -1,095	-2%	-$58K	0.08%	242
2023 Q1	$3.81M	Buy	72,094 +65,181	+943%	+$3.43M	0.05%	338
2022 Q4	$351K	Buy	+6,913	New	+$343K	0.01%	617
2020 Q3	–	Sell	-13	Closed	–	–	970
2020 Q2	$0	Hold	13	–	–	﹤0.01%	2265
2020 Q1	$0	Hold	13	–	–	﹤0.01%	2031
2019 Q4	$1K	Buy	+13	New	+$534	﹤0.01%	1652

Other funds holding FIDU

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Orion Portfolio Solutions's FIDU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 23% in Q1 2025, buying an estimated $81.2K and bringing the position to 6,130 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Orion Portfolio Solutions first reported a position in FIDU in Q4 2019 and has held it in 13 quarters since. The position peaked at $7.51M in Q2 2023. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

Orion Portfolio Solutions held 6,130 shares of Fidelity MSCI Industrials Index ETF worth $420K as of Q1 2025.
Orion Portfolio Solutions bought 1,136 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $81.2K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1488 holding.
Orion Portfolio Solutions first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's Fidelity MSCI Industrials Index ETF position peaked at $7.51M in Q2 2023.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.