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Smith Shellnut Wilson’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Smith Shellnut Wilson’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 		$1.1M Sell
13,397
-1,280
-9% -$103K 0.42% 47
2025
Q2 		$1.14M Sell
14,677
-163
-1% -$11.7K 0.49% 43
2025
Q1 		$1.02M Sell
14,840
-3,133
-17% -$224K 0.47% 46
2024
Q4 		$1.26M Buy
+17,973
New +$1.32M 0.56% 38

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AM
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

Smith Shellnut Wilson's FIDU Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 8.7% in Q3 2025, selling an estimated $103K and leaving 13,397 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #47.

Smith Shellnut Wilson first reported a position in FIDU in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.26M in Q4 2024. 200 funds tracked by Wall St. Rank hold FIDU as of Q3 2025.

  • Smith Shellnut Wilson held 13,397 shares of Fidelity MSCI Industrials Index ETF worth $1.1M as of Q3 2025.
  • Smith Shellnut Wilson sold 1,280 Fidelity MSCI Industrials Index ETF shares in Q3 2025, an estimated $103K.
  • Fidelity MSCI Industrials Index ETF made up 0.42% of Smith Shellnut Wilson's portfolio in Q3 2025, its #47 holding.
  • Smith Shellnut Wilson first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 4 quarters since.
  • Smith Shellnut Wilson's Fidelity MSCI Industrials Index ETF position peaked at $1.26M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.