Secure Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Secure 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
2025 Q1	–	Sell	-4,794	Closed	-$337K	–	328
2024 Q4	$337K	Buy	+4,794	New	+$353K	0.05%	240
2024 Q3	–	Sell	-4,277	Closed	-$280K	–	312
2024 Q2	$280K	Buy	+4,277	New	+$283K	0.05%	238
2023 Q3	–	Sell	-4,004	Closed	-$228K	–	214
2023 Q2	$228K	Buy	+4,004	New	+$212K	0.07%	173
2021 Q2	–	Sell	-4,444	Closed	-$231K	–	191
2021 Q1	$231K	Sell	4,444 -106	-2%	-$5.2K	0.13%	157
2020 Q4	$214K	Buy	+4,550	New	+$201K	0.13%	145

Other funds holding FIDU

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Secure Asset Management's FIDU Position: Q1 2025 in Review

Secure Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 4,794 shares — an estimated $337K sold.

Secure Asset Management first reported a position in FIDU in Q4 2020 and held it in 5 quarters. The position peaked at $337K in Q4 2024. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

Secure Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 4,794 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $337K.
Secure Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 5 quarters.
Secure Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $337K in Q4 2024.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.