Penobscot Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Penobscot Wealth 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	$3.29M	Buy	37,991 +2,585	+7%	+$233K	0.97%	21
2025 Q4	$2.92M	Buy	35,406 +787	+2%	+$64.6K	0.9%	22
2025 Q3	$2.84M	Buy	34,619 +5,243	+18%	+$420K	0.91%	22
2025 Q2	$2.28M	Buy	29,376 +2,471	+9%	+$177K	0.82%	25
2025 Q1	$1.84M	Buy	26,905 +12,016	+81%	+$859K	0.77%	23
2024 Q4	$1.05M	Buy	14,889 +248	+2%	+$18.3K	0.48%	31
2024 Q3	$1.06M	Buy	14,641 +1,463	+11%	+$99.6K	0.57%	31
2024 Q2	$855K	Buy	13,178 +1,869	+17%	+$124K	0.51%	33
2024 Q1	$767K	Buy	+11,309	New	+$714K	0.48%	33

Other funds holding FIDU

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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