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O'Shaughnessy Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

O'Shaughnessy Asset 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 		$1.7M Buy
19,657
+456
+2% +$41K 0.01% 950
2025
Q4 		$1.58M Sell
19,201
-687
-3% -$56.4K 0.01% 942
2025
Q3 		$1.63M Hold
19,888
– – 0.01% 911
2025
Q2 		$1.54M Buy
19,888
+3,672
+23% +$263K 0.01% 880
2025
Q1 		$1.11M Buy
16,216
+15,707
+3,086% +$1.12M 0.01% 944
2024
Q4 		$35.8K Buy
509
+45
+10% +$3.32K ﹤0.01% 1965
2024
Q3 		$34.4K Buy
464
+405
+686% +$27.6K ﹤0.01% 1899
2024
Q2 		$3.86K Buy
+59
New +$3.9K ﹤0.01% 1892

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