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Safeguard Investment Advisory Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Safeguard Investment Advisory Group’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
2024
Q4 		– Sell
-3,078
Closed -$222K – 121
2024
Q3 		$222K Buy
+3,078
New +$210K 0.06% 99

Other funds holding FIDU

Lido Advisors
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Safeguard Investment Advisory Group's FIDU Position: Q4 2024 in Review

Safeguard Investment Advisory Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 3,078 shares — an estimated $222K sold.

Safeguard Investment Advisory Group first reported a position in FIDU in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

  • Safeguard Investment Advisory Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,078 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $222K.
  • Safeguard Investment Advisory Group first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Fidelity MSCI Industrials Index ETF position peaked at $222K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.