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Private Trust Company’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Private Trust Company’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
Q4 		– Sell
-369
Closed -$30.2K – 2578
2025
Q3 		$30.2K Buy
+369
New +$29.6K ﹤0.01% 1466
2024
Q1 		– Sell
-91
Closed -$5.57K – 2286
2023
Q4 		$5.57K Buy
+91
New +$5.1K ﹤0.01% 1878

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Private Trust Company's FIDU Position: Q4 2025 in Review

Private Trust Company sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2025, closing a stake of 369 shares — an estimated $30.2K sold.

Private Trust Company first reported a position in FIDU in Q4 2023 and held it in 2 quarters. The position peaked at $30.2K in Q3 2025. 207 funds tracked by Wall St. Rank hold FIDU as of Q4 2025.

  • Private Trust Company reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 369 Fidelity MSCI Industrials Index ETF shares in Q4 2025, an estimated $30.2K.
  • Private Trust Company first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2023 and held it in 2 quarters.
  • Private Trust Company's Fidelity MSCI Industrials Index ETF position peaked at $30.2K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.