River Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

River Wealth Advisors’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 Q3	–	Sell	-2,715	Closed	-$210K	–	205
2025 Q2	$210K	Buy	+2,715	New	+$194K	0.03%	200
2025 Q1	–	Sell	-2,996	Closed	-$211K	–	203
2024 Q4	$211K	Sell	2,996 -215	-7%	-$15.8K	0.03%	203
2024 Q3	$232K	Hold	3,211	–	–	0.03%	199
2024 Q2	$210K	Buy	3,211 +9	+0.3%	+$595	0.03%	189
2024 Q1	$217K	Buy	+3,202	New	+$202K	0.03%	199
2023 Q3	–	Sell	-3,612	Closed	-$205K	–	206
2023 Q2	$205K	Buy	+3,612	New	+$191K	0.03%	209
2019 Q1	–	Sell	-1,587	Closed	-$52K	–	260
2018 Q4	$52K	Buy	1,587 +43	+3%	+$1.55K	0.02%	238
2018 Q3	$62K	Buy	1,544 +397	+35%	+$15.6K	0.02%	259
2018 Q2	$43K	Buy	+1,147	New	+$43.6K	0.02%	284

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B 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

Commonwealth Equity Services

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

LPL Financial San Diego, California $377B 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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return