Stephens Inc’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Stephens Inc’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	-9,985	Closed	-$702K	–	1265
2024 Q4	$702K	Sell	9,985 -396	-4%	-$29.2K	0.01%	711
2024 Q3	$749K	Sell	10,381 -274	-3%	-$18.7K	0.01%	683
2024 Q2	$697K	Hold	10,655	–	–	0.01%	685
2024 Q1	$723K	Hold	10,655	–	–	0.01%	673
2023 Q4	$652K	Hold	10,655	–	–	0.01%	658
2023 Q3	$577K	Buy	+10,655	New	+$606K	0.01%	677
2021 Q1	–	Sell	-66,823	Closed	-$3.14M	–	1320
2020 Q4	$3.14M	Sell	66,823 -6,562	-9%	-$290K	0.06%	330
2020 Q3	$2.95M	Buy	+73,385	New	+$2.86M	0.06%	316

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

Stephens Inc's FIDU Position: Q1 2025 in Review

Stephens Inc sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 9,985 shares — an estimated $702K sold.

Stephens Inc first reported a position in FIDU in Q3 2020 and held it in 8 quarters. The position peaked at $3.14M in Q4 2020. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

Stephens Inc reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
Stephens Inc sold 9,985 Fidelity MSCI Industrials Index ETF shares in Q1 2025, an estimated $702K.
Stephens Inc first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2020 and held it in 8 quarters.
Stephens Inc's Fidelity MSCI Industrials Index ETF position peaked at $3.14M in Q4 2020.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.