VCI Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

VCI Wealth 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
2026 Q1	$738K	Sell	8,531 -1,267	-13%	-$114K	0.2%	95
2025 Q4	$808K	Sell	9,798 -8,292	-46%	-$681K	0.22%	86
2025 Q3	$1.48M	Sell	18,090 -3,289	-15%	-$264K	0.45%	48
2025 Q2	$1.66M	Buy	21,379 +1,331	+7%	+$95.2K	0.58%	42
2025 Q1	$1.37M	Sell	20,048 -3,686	-16%	-$263K	0.58%	42
2024 Q4	$1.67M	Buy	23,734 +9,854	+71%	+$726K	0.71%	43
2024 Q3	$1M	Sell	13,880 -18,535	-57%	-$1.26M	0.45%	69
2024 Q2	$2.12M	Sell	32,415 -5,944	-15%	-$393K	1.05%	27
2024 Q1	$2.6M	Sell	38,359 -7,705	-17%	-$486K	1.76%	15
2023 Q4	$2.82M	Buy	+46,064	New	+$2.58M	1.72%	14

Other funds holding FIDU

Lido Advisors Los Angeles, California $25.5B 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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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 $376B 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

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