Free Trial

Fidelity MSCI Industrials Index ETF (FIDU) Institutional Ownership

Fidelity MSCI Industrials Index ETF logo
$66.21 -0.24 (-0.36%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$102.30M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$29.53M
Get FIDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Industrials Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FIDU Institutional Buying and Selling by Quarter

Remove Ads

Fidelity MSCI Industrials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025CX Institutional653$45K0.0%N/A0.004%
4/15/2025Integrated Advisors Network LLC11,361$778K0.0%+22.9%0.062%
4/15/2025Trust Co. of Oklahoma15,327$1.05M0.4%+3.7%0.084%
4/14/2025 Tounjian Advisory Partners LLC21,354$1.46M0.3%N/A0.117%
4/10/2025 Maltin Wealth Management Inc.7,179$492K0.2%+3.8%0.039%
4/9/2025 Buska Wealth Management LLC132,997$9.11M2.9%+1.5%0.729%
4/9/2025 Roxbury Financial LLC14,858$1.07M1.1%-1.7%0.081%
4/9/2025 American National Bank & Trust10,707$733K0.1%+25.7%0.059%
4/3/2025 Versant Capital Management Inc433$30K0.0%N/A0.002%
3/12/2025Centaurus Financial Inc.6,693$471K0.0%+2.8%0.037%
3/4/2025 Buska Wealth Management LLC130,988$9.21M2.9%+12.3%0.730%
3/4/2025Smith Shellnut Wilson LLC ADV17,973$1.26M0.6%N/A0.100%
2/25/2025Heck Capital Advisors LLC11,976$842K0.1%N/A0.075%
2/25/2025Integrated Advisors Network LLC9,242$650K0.0%-4.4%0.058%
2/18/2025Sunbelt Securities Inc.22,244$1.57M0.1%+48.0%0.139%
2/18/2025Stonebridge Financial Planning Group LLC15,035$1.06M0.5%-1.9%0.094%
2/17/2025Snowden Capital Advisors LLC16,263$1.14M0.0%-1.8%0.101%
2/17/2025Full Sail Capital LLC145,090$10.20M0.6%-3.4%0.904%
2/17/2025EPG Wealth Management LLC30,054$2.11M0.6%-4.7%0.187%
2/17/2025Cetera Investment Advisers30,410$2.14M0.0%+25.8%0.189%
2/17/2025Bank of America Corp DE90,783$6.38M0.0%+2.8%0.566%
2/17/2025Ameriprise Financial Inc.100,693$7.08M0.0%+2.1%0.627%
2/14/2025Mercer Global Advisors Inc. ADV4,142$291K0.0%-46.7%0.026%
2/14/2025Lido Advisors LLC1,530,243$107.59M0.5%+3.0%9.534%
2/14/2025Kovitz Investment Group Partners LLC70,006$4.92M0.0%-2.8%0.436%
2/14/2025Integrated Wealth Concepts LLC3,325$234K0.0%+13.7%0.021%
2/14/2025MGO One Seven LLC19,959$1.40M0.1%-3.3%0.124%
2/14/2025Susquehanna International Group LLP50,529$3.55M0.0%+713.1%0.315%
2/14/2025Stifel Financial Corp87,325$6.14M0.0%-1.2%0.544%
2/13/2025NewEdge Advisors LLC68,377$4.81M0.0%-14.3%0.426%
2/13/2025Primoris Wealth Advisors LLC27,125$1.91M1.5%N/A0.169%
2/13/2025Townsquare Capital LLC10,424$733K0.0%+47.7%0.065%
2/13/2025KDK Private Wealth Management LLC27,186$1.91M2.0%N/A0.169%
2/13/2025Raymond James Financial Inc.7,883$554K0.0%N/A0.049%
2/13/2025Advisory Services Network LLC11,929$839K0.0%-80.6%0.074%
2/13/2025Envestnet Asset Management Inc.45,835$3.22M0.0%-39.3%0.286%
2/13/2025Hurley Capital LLC2,171$154K0.1%N/A0.014%
2/13/2025Wells Fargo & Company MN55,748$3.92M0.0%+3.6%0.347%
2/12/2025Atlas Capital Advisors Inc.39,251$2.76M0.4%-9.1%0.245%
2/12/2025Arete Wealth Advisors LLC5,564$391K0.0%N/A0.035%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.

If I’m right about this (like I was before) a modest $900 investment…
2/12/2025CIBC Private Wealth Group LLC470$33K0.0%+1,075.0%0.003%
2/12/2025Level Four Advisory Services LLC14,188$998K0.0%+3.0%0.088%
2/12/2025Orion Portfolio Solutions LLC4,994$351K0.0%+25.7%0.031%
2/12/2025AssuredPartners Investment Advisors LLC4,714$331K0.1%N/A0.029%
2/12/2025PKS Advisory Services LLC5,645$397K0.1%N/A0.035%
2/11/2025Modern Wealth Management LLC49,835$3.67M0.1%N/A0.310%
2/11/2025Congress Wealth Management LLC DE10,070$708K0.0%+30.2%0.063%
2/11/2025LPL Financial LLC148,168$10.42M0.0%+57.0%0.923%
2/10/2025Thrivent Financial for Lutherans134,621$9.64M0.0%+318.6%0.839%
2/10/2025Commonwealth Equity Services LLC272,813$19.18M0.0%+5.7%1.700%
2/10/2025Penobscot Wealth Management14,889$1.05M0.5%+1.7%0.093%
2/7/2025HighTower Advisors LLC19,946$1.40M0.0%-12.9%0.124%
2/7/2025AGF Management Ltd.136,786$9.62M0.0%-62.8%0.852%
2/7/2025Briaud Financial Planning Inc500$35K0.0%N/A0.003%
2/7/2025Lifeworks Advisors LLC47,548$3.34M0.6%+37.3%0.296%
2/6/2025Raymond James Financial Inc.7,883$554K0.0%N/A0.049%
2/6/2025Meridian Wealth Management LLC10,119$711K0.0%-14.8%0.063%
2/6/2025Jones Financial Companies Lllp4,250$299K0.0%+210.9%0.026%
2/5/2025SVB Wealth LLC2,962$208K0.0%N/A0.018%
2/4/2025Exchange Capital Management Inc.31,164$2.19M0.3%-1.2%0.194%
2/3/2025Sigma Planning Corp3,950$278K0.0%+5.4%0.025%
1/31/2025Global Retirement Partners LLC1,561$110K0.0%+51,933.3%0.010%
1/31/2025Atria Wealth Solutions Inc.3,107$218K0.0%-12.5%0.019%
1/31/2025Truist Financial Corp21,433$1.51M0.0%+21.4%0.134%
1/31/2025Sanctuary Advisors LLC155,233$11.48M0.1%+1.8%0.967%
1/30/2025Principal Securities Inc.1,650$116K0.0%+5,792.9%0.010%
1/30/2025 Roxbury Financial LLC15,121$1.17M1.1%N/A0.094%
1/30/2025PUREfi Wealth LLC5,395$379K0.4%N/A0.034%
1/29/2025Valley Brook Capital Group Inc.5,567$391K0.3%+2.6%0.035%
1/29/2025Armor Investment Advisors LLC24,899$1.75M0.7%-1.5%0.155%
1/28/2025Kestra Private Wealth Services LLC28,117$1.98M0.0%+0.7%0.175%
1/28/2025Stephens Inc. AR9,985$702K0.0%-3.8%0.062%
1/28/2025Advisors Preferred LLC6,938$486K0.1%N/A0.043%
1/27/2025Schmidt P J Investment Management Inc.6,368$448K0.1%+8.5%0.040%
1/24/2025U.S. Capital Wealth Advisors LLC30,377$2.14M0.1%+2.7%0.189%
1/24/2025Q3 Asset Management19,399$1.36M0.8%+25.8%0.121%
1/24/2025Yoder Wealth Management Inc.63,241$4.45M2.5%+9.8%0.394%
1/23/2025Heck Capital Advisors LLC11,976$842K0.1%N/A0.075%
1/23/2025Fifth Third Securities Inc.28,171$1.98M0.2%+4.4%0.176%
1/22/2025VCI Wealth Management LLC23,734$1.67M0.7%+71.0%0.148%
1/17/2025 Secure Asset Management LLC4,794$337K0.1%N/A0.030%
1/17/2025Trust Co. of Oklahoma14,779$1.04M0.3%-1.4%0.092%
1/17/2025Mutual Advisors LLC18,831$1.38M0.0%+5.0%0.117%
1/17/2025Traynor Capital Management Inc.60,315$4.24M0.3%-7.2%0.376%
1/17/2025Beaumont Financial Advisors LLC23,838$1.68M0.1%+17.6%0.149%
1/16/2025Diversify Advisory Services LLC3,327$233K0.0%-5.3%0.021%
1/15/2025Smith Salley Wealth Management30,333$2.13M0.1%-4.4%0.189%
1/15/2025Ameritas Advisory Services LLC8,343$587K0.0%+16.6%0.052%
1/15/2025Arkadios Wealth Advisors4,700$330K0.0%+63.8%0.029%
1/15/2025Grant GrossMendelsohn LLC46,306$3.26M1.7%N/A0.289%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
1/15/2025Decker Retirement Planning Inc.434$31K0.0%N/A0.003%
1/13/2025Elevated Capital Advisors LLC19,336$1.36M0.4%+56.1%0.120%
1/10/2025Lynch & Associates IN23,775$1.67M0.4%-3.2%0.148%
1/10/2025 HBW Advisory Services LLC7,017$493K0.1%N/A0.044%
1/6/2025CWA 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%
(Data available from 1/1/2016 forward)

Remove Ads

FIDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIDU shares?

During the previous two years, 151 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 ($107.59M), AE Wealth Management LLC ($45.50M), Northwestern Mutual Wealth Management Co. ($40.81M), International Assets Investment Management LLC ($38.63M), Commonwealth Equity Services LLC ($19.18M), 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 132 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: Lido Advisors LLC ($265.48K), AE Wealth Management LLC ($255.80K), Vicus Capital ($220.17K), Sanctuary Advisors LLC ($155.23K), International Assets Investment Management LLC ($144.37K), Thrivent Financial for Lutherans ($134.62K), and AGF Management Ltd. ($90.53K).

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

Institutional investors have bought a total of 2,480,535 shares in the last 24 months. This purchase volume represents approximately $158.99M in transactions.

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

Of the 66 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: AGF Management Ltd. ($231.30K), Connectus Wealth LLC ($106.81K), Osaic Holdings Inc. ($74.05K), Commonwealth Equity Services LLC ($66.31K), Advisory Services Network LLC ($49.91K), Orion Portfolio Solutions LLC ($48.51K), and Envestnet Asset Management Inc. ($45.47K).

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

Institutional investors have sold a total of 966,413 shares in the last 24 months. This volume of shares sold represents approximately $60.80M in transactions.



This page (NYSEARCA:FIDU) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners