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Fidelity MSCI Industrials Index ETF (FIDU) Institutional Ownership

Fidelity MSCI Industrials Index ETF logo
$71.76
+0.18 (+0.25%)
(As of 01:12 PM ET)

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Industrials Index ETF (NYSEARCA:FIDU)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$63.41M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$17.73M
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FIDU Institutional Buying and Selling by Quarter

Fidelity MSCI Industrials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Sigma Planning Corp3,746$270K0.0%-7.7%0.023%
10/31/2024 Valley Brook Capital Group Inc.5,427$392K0.3%+5.7%0.034%
10/30/2024 Centennial Wealth Advisory LLC5,085$367K0.1%+5.3%0.032%
10/30/2024 Armor Investment Advisors LLC25,271$1.82M0.8%+1.7%0.157%
10/28/2024 Creative Financial Designs Inc. ADV633$46K0.0%-62.9%0.004%
10/28/2024 Penobscot Wealth Management14,641$1.06M0.6%+11.1%0.091%
10/28/2024 Stephens Inc. AR10,381$749K0.0%-2.6%0.065%
10/25/2024 Diversify Advisory Services LLC3,514$256K0.0%N/A0.022%
10/25/2024 Integrated Advisors Network LLC9,671$698K0.0%-5.3%0.060%
10/25/2024 Trail Ridge Investment Advisors LLC23,157$1.68M0.8%+2.5%0.144%
10/25/2024 Traynor Capital Management Inc.65,018$4.69M0.3%+4.5%0.405%
10/24/2024 J.W. Cole Advisors Inc.4,803$347K0.0%+16.4%0.030%
10/24/2024 Smith Salley Wealth Management31,728$2.29M0.1%+3.3%0.198%
10/24/2024 Wealth Enhancement Advisory Services LLC3,727$269K0.0%-11.1%0.023%
10/24/2024 Arkadios Wealth Advisors2,869$207K0.0%N/A0.018%
10/23/2024 Schmidt P J Investment Management Inc.5,870$424K0.1%N/A0.037%
10/23/2024 Yoder Wealth Management Inc.57,581$4.16M2.5%+5.5%0.359%
10/22/2024 International Assets Investment Management LLC53,533$38.63M0.0%+7,114.7%0.334%
10/22/2024 Elevated Capital Advisors LLC12,386$894K0.2%N/A0.077%
10/16/2024 B.O.S.S. Retirement Advisors LLC13,306$960K0.2%+18.1%0.083%
10/16/2024 Lynch & Associates IN24,549$1.77M0.4%+5.0%0.153%
10/15/2024 Trust Co. of Oklahoma14,984$1.08M0.4%-1.5%0.093%
10/9/2024 Beaumont Financial Advisors LLC20,272$1.46M0.1%+9.8%0.126%
10/9/2024 Selective Wealth Management Inc.2,876$207K0.1%N/A0.018%
10/8/2024 Brookstone Capital Management4,404$318K0.0%+8.7%0.027%
10/2/2024 American National Bank & Trust2,212$160K0.0%+37.1%0.014%
9/23/2024Centaurus Financial Inc.6,380$417K0.0%-7.6%0.040%
8/22/2024Cetera Investment Advisers15,807$1.03M0.0%+16.7%0.098%
8/21/2024Truist Financial Corp19,788$1.29M0.0%-3.6%0.123%
8/16/2024Sunbelt Securities Inc.14,488$947K0.1%+3.4%0.090%
8/16/2024NewEdge Advisors LLC80,076$5.24M0.0%-3.3%0.499%
8/16/2024Northwestern Mutual Wealth Management Co.624,341$40.81M0.0%+1.5%3.890%
8/16/2024Full Sail Capital LLC155,251$10.15M0.7%-1.3%0.967%
8/15/2024Prairie Wealth Advisors Inc.6,727$440K0.2%+4.5%0.042%
8/13/2024AE Wealth Management LLC695,974$45.50M0.5%+14.9%4.336%
8/12/2024Mercer Global Advisors Inc. ADV7,607$497K0.0%-17.5%0.047%
8/8/2024Envestnet Asset Management Inc.75,016$4.90M0.0%+2.1%0.467%
8/8/2024Stonebridge Financial Planning Group LLC15,733$1.03M0.5%+1.4%0.098%
8/7/2024AGF Management Ltd.174,149$11.38M0.1%+18.4%1.085%
8/7/2024 MGO One Seven LLC21,716$1.42M0.1%-19.4%0.135%
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7/31/2024 Essex Financial Services Inc.11,953$781K0.0%+6.4%0.074%
7/31/2024Commonwealth Equity Services LLC301,655$19.72M0.0%+17.5%1.879%
7/30/2024 International Assets Investment Management LLC742$48K0.0%N/A0.005%
7/30/2024Atlas Capital Advisors LLC43,168$2.82M0.4%-12.6%0.269%
7/30/2024 Penobscot Wealth Management13,178$855K0.5%+16.5%0.082%
7/29/2024 Ameritas Advisory Services LLC7,513$491K0.0%N/A0.047%
7/27/2024 Valley Brook Capital Group Inc.5,136$336K0.3%+3.5%0.032%
7/26/2024 Cambridge Investment Research Advisors Inc.21,715$1.42M0.0%+4.6%0.135%
7/24/2024 Traynor Capital Management Inc.62,226$4.07M0.3%-2.3%0.388%
7/24/2024 Secure Asset Management LLC4,277$280K0.1%N/A0.027%
7/23/2024 Trust Co. of Oklahoma15,211$994K0.3%-6.5%0.095%
7/23/2024 American National Bank1,614$106K0.0%+38.5%0.010%
7/23/2024Exchange Capital Management Inc.32,178$2.10M0.3%-1.7%0.200%
7/23/2024 Vicus Capital220,168$14.39M1.3%N/A1.372%
7/22/2024 Centennial Wealth Advisory LLC4,827$316K0.1%+9.3%0.030%
7/18/2024 Gradient Investments LLC1,791$117K0.0%N/A0.011%
7/18/2024 Brookstone Capital Management4,052$277K0.0%-13.3%0.025%
7/16/2024 Wealth Enhancement Advisory Services LLC4,192$274K0.0%N/A0.026%
7/15/2024 Fifth Third Securities Inc.31,039$2.03M0.2%+26.3%0.193%
7/11/2024 U.S. Capital Wealth Advisors LLC30,244$1.98M0.1%-3.5%0.188%
7/9/2024 Mather Group LLC.627$43K0.0%N/A0.004%
7/5/2024 HBW Advisory Services LLC24,355$1.59M0.3%N/A0.152%
5/29/2024 Pathway Financial Advisers LLC3,539$240K0.1%N/A0.022%
5/17/2024Comerica Bank2,288$155K0.0%+14.0%0.014%
5/15/2024SVB Wealth LLC8,587$582K0.0%-18.0%0.054%
5/11/2024 Beaumont Financial Advisors LLC18,447$1.25M0.1%-17.4%0.115%
5/9/2024Orion Portfolio Solutions LLC25,397$1.72M0.0%-42.4%0.158%
5/8/2024 Advisors Preferred LLC3,098$208K0.0%+70.8%0.019%
5/7/2024Montag A & Associates Inc.11,030$748K0.0%+44.4%0.069%
5/6/2024Advisory Services Network LLC75,568$5.12M0.1%-0.6%0.480%
5/3/2024 Smith Salley Wealth Management30,767$2.09M0.2%+19.0%0.195%
5/2/2024 Valley Brook Capital Group Inc.4,961$336K0.3%+5.1%0.031%
4/29/2024Commonwealth Equity Services LLC256,828$17.42M0.0%+1.3%1.631%
4/25/2024 Armor Investment Advisors LLC22,894$1.55M0.7%+5.4%0.145%
4/24/2024 Essex Financial Services Inc.11,233$762K0.1%+48.6%0.071%
4/23/2024 Global Retirement Partners LLC603$41K0.0%-36.1%0.004%
4/22/2024 Centennial Wealth Advisory LLC4,418$300K0.1%+16.8%0.028%
4/19/2024 Trust Co. of Oklahoma16,273$1.10M0.4%+14.3%0.120%
4/19/2024 Yoder Wealth Management Inc.54,042$3.67M2.4%-7.6%0.397%
4/18/2024Exchange Capital Management Inc.32,718$2.22M0.4%-1.9%0.241%
4/18/2024 Fifth Third Securities Inc.24,577$1.67M0.2%+5.1%0.181%
4/16/2024 LongView Wealth Management3,051$207K0.1%N/A0.022%
4/15/2024 Brookstone Capital Management4,674$317K0.0%-7.7%0.034%
4/15/2024Atlas Capital Advisors LLC49,392$3.35M0.5%+17.4%0.363%
4/12/2024 Traynor Capital Management Inc.63,707$4.32M0.4%+2.7%0.468%
4/10/2024 American National Bank1,165$79K0.0%+62.9%0.009%
4/10/2024 Signal Advisors Wealth LLC3,740$254K0.1%N/A0.028%
4/9/2024 Lynch & Associates IN23,461$1.59M0.4%-7.9%0.173%
2/28/2024EP Wealth Advisors LLC1,671$102K0.0%N/A0.012%
2/26/2024 Integrated Advisors Network LLC7,318$448K0.0%+7.1%0.054%
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2/16/2024 Trail Ridge Investment Advisors LLC23,710$1.45M0.9%-4.7%0.174%
2/14/2024 MGO One Seven LLC29,063$1.78M0.1%N/A0.214%
2/14/2024Connectus Wealth LLC40,492$2.48M0.0%-72.5%0.298%
2/14/2024Personal CFO Solutions LLC84,783$5.19M0.9%-10.6%0.623%
2/12/2024Stifel Financial Corp95,781$5.87M0.0%+0.3%0.704%
2/12/2024Parallel Advisors LLC1,802$110K0.0%-45.4%0.013%
2/9/2024Advisory Services Network LLC76,010$4.65M0.1%+8.9%0.559%
2/9/2024Orion Portfolio Solutions LLC44,096$2.65M0.0%-35.5%0.324%
2/9/2024 Cambridge Investment Research Advisors Inc.31,059$1.90M0.0%+12.0%0.228%
2/8/2024 American National Bank715$44K0.0%+376.7%0.005%
(Data available from 1/1/2016 forward)

FIDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIDU shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Fidelity MSCI Industrials Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($536.37M), Whalerock Point Partners LLC ($257.28M), Lido Advisors LLC ($75.44M), AE Wealth Management LLC ($45.50M), Northwestern Mutual Wealth Management Co. ($40.81M), International Assets Investment Management LLC ($38.63M), and Commonwealth Equity Services LLC ($19.72M).Learn more on FIDU's institutional investors.

Which institutional investors have been buying Fidelity MSCI Industrials Index ETF stock?

Of the 105 institutional investors that purchased Fidelity MSCI Industrials Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($264.88K), Lido Advisors LLC ($258.36K), Vicus Capital ($220.17K), Commonwealth Equity Services LLC ($177.71K), International Assets Investment Management LLC ($144.37K), Envestnet Asset Management Inc. ($119.85K), and Advisor Group Holdings Inc. ($115.33K).

How much institutional buying is happening at Fidelity MSCI Industrials Index ETF?

Institutional investors have bought a total of 2,191,438 shares in the last 24 months. This purchase volume represents approximately $125.65M in transactions.

Which Fidelity MSCI Industrials Index ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold Fidelity MSCI Industrials Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($142.44K), Connectus Wealth LLC ($119.29K), Osaic Holdings Inc. ($74.05K), Orion Portfolio Solutions LLC ($48.51K), Raymond James Financial Services Advisors Inc. ($45.56K), Cambridge Investment Research Advisors Inc. ($40.21K), and Full Sail Capital LLC ($36.65K).

How much institutional selling is happening at Fidelity MSCI Industrials Index ETF?

Institutional investors have sold a total of 842,828 shares in the last 24 months. This volume of shares sold represents approximately $46.32M in transactions.



This page (NYSEARCA:FIDU) was last updated on 11/4/2024 by MarketBeat.com Staff
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