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Wealthspire Advisors (New York)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-189
Closed -$15.5K – 1671
2025
Q3 		$15.5K Buy
+189
New +$15.2K ﹤0.01% 1811

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 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 $80B AUM 26.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s FIDU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2025, closing a stake of 189 shares — an estimated $15.5K sold.

Wealthspire Advisors (New York) first reported a position in FIDU in Q3 2025 and held it in 1 quarter. The position peaked at $15.5K in Q3 2025. 207 funds tracked by Wall St. Rank hold FIDU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 189 Fidelity MSCI Industrials Index ETF shares in Q4 2025, an estimated $15.5K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Industrials Index ETF position peaked at $15.5K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.