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Fidelity MSCI Industrials Index ETF (FIDU) Institutional Ownership

Fidelity MSCI Industrials Index ETF logo
$73.60 +0.38 (+0.52%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$74.40M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$16.93M
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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
1/17/2025 Secure Asset Management LLC4,794$337K0.1%N/A0.030%
1/17/2025 Trust Co. of Oklahoma14,779$1.04M0.3%-1.4%0.092%
1/17/2025 Mutual Advisors LLC18,831$1.38M0.0%+5.0%0.117%
1/17/2025 Traynor Capital Management Inc.60,315$4.24M0.3%-7.2%0.376%
1/17/2025 Beaumont Financial Advisors LLC23,838$1.68M0.1%+17.6%0.149%
1/16/2025 Diversify Advisory Services LLC3,327$233K0.0%-5.3%0.021%
1/15/2025 Smith Salley Wealth Management30,333$2.13M0.1%-4.4%0.189%
1/15/2025 Ameritas Advisory Services LLC8,343$587K0.0%+16.6%0.052%
1/15/2025 Arkadios Wealth Advisors4,700$330K0.0%+63.8%0.029%
1/15/2025 Grant GrossMendelsohn LLC46,306$3.26M1.7%N/A0.289%
1/15/2025 Decker Retirement Planning Inc.434$31K0.0%N/A0.003%
1/13/2025 Elevated Capital Advisors LLC19,336$1.36M0.4%+56.1%0.120%
1/10/2025 Lynch & Associates IN23,775$1.67M0.4%-3.2%0.148%
1/10/2025 HBW Advisory Services LLC7,017$493K0.1%N/A0.044%
1/6/2025 CWA Asset Management Group LLC3,710$261K0.0%N/A0.023%
12/26/2024JPMorgan Chase & Co.3,216$232K0.0%-67.3%0.020%
11/25/2024Sanctuary Advisors LLC152,542$11.68M0.1%N/A0.950%
11/18/2024Sunbelt Securities Inc.15,030$1.09M0.1%+3.7%0.094%
11/15/2024MML Investors Services LLC11,101$801K0.0%+6.2%0.069%
11/15/2024Orion Portfolio Solutions LLC3,972$287K0.0%+12.5%0.025%
11/15/2024Jane Street Group LLC22,565$1.63M0.0%N/A0.141%
11/15/2024Kovitz Investment Group Partners LLC71,997$5.21M0.0%-0.8%0.449%
11/15/2024Integrated Wealth Concepts LLC2,924$211K0.0%N/A0.018%
11/15/2024HighTower Advisors LLC22,902$1.65M0.0%-9.6%0.143%
11/13/2024Townsquare Capital LLC7,059$509K0.0%+17.3%0.044%
11/13/2024FMR LLC53,190$3.84M0.0%+8.0%0.331%
11/12/2024Centaurus Financial Inc.6,512$470K0.0%+2.1%0.041%
11/12/2024Meridian Wealth Management LLC11,873$857K0.0%N/A0.074%
11/8/2024Stonebridge Financial Planning Group LLC15,334$1.11M0.5%-2.5%0.096%
11/7/2024Thrivent Financial for Lutherans32,163$2.32M0.0%N/A0.200%
11/6/2024Lifeworks Advisors LLC34,620$2.50M0.5%-0.6%0.216%
11/4/2024Sigma Planning Corp3,746$270K0.0%-7.7%0.023%
10/31/2024Valley Brook Capital Group Inc.5,427$392K0.3%+5.7%0.034%
10/30/2024Centennial Wealth Advisory LLC5,085$367K0.1%+5.3%0.032%
10/30/2024Armor Investment Advisors LLC25,271$1.82M0.8%+1.7%0.157%
10/28/2024Creative Financial Designs Inc. ADV633$46K0.0%-62.9%0.004%
10/28/2024Penobscot Wealth Management14,641$1.06M0.6%+11.1%0.091%
10/28/2024Stephens Inc. AR10,381$749K0.0%-2.6%0.065%
10/25/2024 Diversify Advisory Services LLC3,514$256K0.0%N/A0.022%
10/25/2024Integrated Advisors Network LLC9,671$698K0.0%-5.3%0.060%
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10/25/2024Trail 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%
10/24/2024J.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%
10/23/2024Schmidt P J Investment Management Inc.5,870$424K0.1%N/A0.037%
10/23/2024Yoder 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%
10/16/2024B.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%
8/7/2024MGO One Seven LLC21,716$1.42M0.1%-19.4%0.135%
7/31/2024Essex 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%
7/30/2024Penobscot Wealth Management13,178$855K0.5%+16.5%0.082%
7/29/2024 Ameritas Advisory Services LLC7,513$491K0.0%N/A0.047%
7/27/2024Valley Brook Capital Group Inc.5,136$336K0.3%+3.5%0.032%
7/26/2024Cambridge 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%
7/23/2024Vicus Capital220,168$14.39M1.3%N/A1.372%
7/22/2024Centennial Wealth Advisory LLC4,827$316K0.1%+9.3%0.030%
7/18/2024Gradient 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%
7/15/2024Fifth Third Securities Inc.31,039$2.03M0.2%+26.3%0.193%
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7/11/2024U.S. Capital Wealth Advisors LLC30,244$1.98M0.1%-3.5%0.188%
7/9/2024Mather Group LLC.627$43K0.0%N/A0.004%
7/5/2024 HBW Advisory Services LLC24,355$1.59M0.3%N/A0.152%
5/29/2024Pathway 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%
5/8/2024Advisors Preferred LLC3,098$208K0.0%+70.8%0.019%
5/7/2024Montag A & Associates Inc.11,030$748K0.0%+44.4%0.069%
(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, 131 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), 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), Commonwealth Equity Services LLC ($19.72M), and Vicus Capital ($14.39M).Learn more on FIDU's institutional investors.

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

Of the 109 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 ($220.65K), Vicus Capital ($220.17K), Commonwealth Equity Services LLC ($177.71K), Sanctuary Advisors LLC ($152.54K), International Assets Investment Management LLC ($144.37K), and Envestnet Asset Management Inc. ($119.85K).

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

Institutional investors have bought a total of 2,362,964 shares in the last 24 months. This purchase volume represents approximately $141.55M in transactions.

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

Of the 63 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: Connectus Wealth LLC ($119.29K), Osaic Holdings Inc. ($74.05K), Commonwealth Equity Services LLC ($66.31K), Orion Portfolio Solutions LLC ($48.51K), Raymond James Financial Services Advisors Inc. ($45.56K), Cambridge Investment Research Advisors Inc. ($40.21K), and Beaumont Financial Advisors LLC ($34.68K).

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

Institutional investors have sold a total of 700,679 shares in the last 24 months. This volume of shares sold represents approximately $40.52M in transactions.



This page (NYSEARCA:FIDU) was last updated on 1/21/2025 by MarketBeat.com Staff
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