Fidelity MSCI Indust IndxFIDUETF
13F holders, Q1 2024 (March 31)142holders
$67.79avg. 13F price*
At the end of Q1 2024, 142 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings. The largest holders were Lido Advisors, LLC ($97.3M), Northwestern Mutual Wealth Management Co. ($41.7M) and AE Wealth Management LLC ($41.1M).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.6M |
| Exits | 10 | $3.6M |
Ownership 142 holders
| Lido Advisors, LLC | 0.88% | Add +4.3% | 1,434,908 | $97.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.9% | 615,119 | $41.7M |
| AE Wealth Management LLC | 0.46% | Add +6.0% | 605,869 | $41.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.3% | 256,828 | $17.4M |
| Morgan Stanley | 0.00% | Add +31.1% | 199,514 | $13.5M |
| Full Sail Capital, LLC | 0.74% | Reduce -0.8% | 157,286 | $10.7M |
| Agf Management Ltd. | 0.06% | Add +143.4% | 147,119 | $10.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 122,568 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 103,707 | $7.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.8% | 99,598 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 95,619 | $6.5M |
| Personal Cfo Solutions, LLC | 0.89% | Reduce -0.9% | 84,005 | $5.7M |
| NewEdge Advisors, LLC | 0.05% | Add +11.1% | 82,803 | $5.6M |
| Buska Wealth Management, LLC | 2.37% | — | 79,773 | $5.4M |
| Advisory Services Network, LLC | 0.11% | Reduce -0.6% | 75,568 | $5.1M |
| Bank of America Corp. | 0.00% | Add +0.2% | 74,950 | $5.1M |
| LPL Financial LLC | 0.00% | Add +13.3% | 74,091 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.0% | 73,455 | $5.0M |
| Connectus Wealth, LLC | 0.13% | Add +77.0% | 71,651 | $4.9M |
| Traynor Capital Management, Inc. | 0.41% | Add +2.7% | 63,707 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 55,685 | $3.8M |
| Yoder Wealth Management, Inc. | 2.39% | Reduce -7.6% | 54,042 | $3.7M |
| Atlas Capital Advisors Inc. | 0.52% | Add +17.4% | 49,392 | $3.3M |
| FMR LLC | 0.00% | Add +19.6% | 44,728 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 43,119 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.8% | 42,882 | $2.9M |
| Lifeworks Advisors, LLC | 0.74% | Add +7.5% | 38,727 | $2.6M |
| VCI Wealth Management LLC | 1.76% | Reduce -16.7% | 38,359 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.9% | 35,926 | $2.4M |
| EPG Wealth Management LLC | 0.58% | Reduce -2.0% | 34,796 | $2.4M |
| Exchange Capital Management, Inc. | 0.36% | Reduce -1.9% | 32,718 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.1% | 31,352 | $2.1M |
| Smith Salley Wealth Management | 0.16% | Add +18.9% | 30,767 | $2.1M |
| Mgo One Seven LLC | 0.10% | Reduce -7.3% | 26,945 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.0% | 26,584 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 25,844 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -42.4% | 25,397 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -42.4% | 25,397 | $1.7M |
| Fifth Third Securities, Inc. | 0.16% | Add +5.1% | 24,577 | $1.7M |
| Lynch & Associates | 0.37% | Reduce -7.9% | 23,461 | $1.6M |
| Armor Investment Advisors, LLC | 0.75% | Add +5.4% | 22,894 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +500.1% | 21,704 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.2% | 21,548 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -33.2% | 20,754 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -24.0% | 20,525 | $1.4M |
| Trail Ridge Investment Advisors, LLC | 0.78% | Reduce -14.2% | 20,348 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -17.4% | 18,447 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +8.9% | 17,164 | $1.2M |
| Trust Co. of Oklahoma | 0.39% | Add +14.3% | 16,273 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +43.4% | 16,140 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.56% | Add +19.0% | 15,512 | $1.1M |
| Sunbelt Securities, Inc. | 0.11% | Add +0.1% | 14,008 | $950K |
| Cetera Investment Advisers | 0.00% | Add +45.5% | 13,544 | $918K |
| Bray Capital Advisors | 0.22% | No change | 13,000 | $882K |
| Level Four Advisory Services, LLC | 0.05% | No change | 14,133 | $865K |
| Heck Capital Advisors, LLC | 0.12% | Add +0.9% | 12,008 | $814K |
| Penobscot Wealth Management | 0.48% | New | 11,309 | $767K |
| Essex Financial Services, Inc. | 0.07% | Add +48.6% | 11,233 | $762K |
| Montag A & Associates Inc. | 0.04% | Add +44.5% | 11,030 | $748K |
| Prudential Financial Inc. | 0.00% | Add +172.0% | 11,016 | $747K |
| Stephens Inc. | 0.01% | No change | 10,655 | $723K |
| Mariner, LLC | 0.00% | Add +201.3% | 10,252 | $695K |
| MML Investors Services, LLC | 0.00% | Reduce -2.4% | 9,872 | $669K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 9,422 | $639K |
| Mercer Global Advisors Inc. | 0.00% | Add +70.5% | 9,226 | $626K |
| SVB Wealth LLC | 0.01% | Reduce -18.0% | 8,587 | $582K |
| Integrated Advisors Network LLC | 0.03% | Add +16.3% | 8,507 | $577K |
| Continuum Advisory, LLC | 0.08% | No change | 8,376 | $565K |
| Centaurus Financial, Inc. | 0.03% | Reduce -22.4% | 6,907 | $468K |
| Maltin Wealth Management, Inc. | 0.26% | Add +0.1% | 6,872 | $466K |
| Prairie Wealth Advisors, Inc. | 0.20% | — | 6,438 | $437K |
| B.O.S.S. Retirement Advisors, LLC | 0.17% | Reduce -1.5% | 7,052 | $432K |
| Townsquare Capital LLC | 0.01% | Add +20.6% | 6,122 | $415K |
| Pathstone Holdings, LLC | 0.00% | Add +12.8% | 5,940 | $403K |
| Whalerock Point Partners, LLC | 0.11% | No change | 5,890 | $399K |
| One Wealth Management Investment & Advisory Services, LLC | 0.14% | Reduce -14.3% | 5,180 | $351K |
| Lincoln National Corp. | 0.01% | New | 5,170 | $351K |
| Valley Brook Capital Group, Inc. | 0.27% | Add +5.1% | 4,961 | $336K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 4,884 | $331K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 4,674 | $317K |
| Centennial Wealth Advisory LLC | 0.14% | Add +16.8% | 4,418 | $300K |
| Sigma Planning Corp | 0.01% | New | 4,200 | $285K |
| Crumly & Associates Inc. | 0.07% | No change | 4,175 | $283K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.8% | 4,129 | $280K |
| Larson Financial Group LLC | 0.02% | Reduce -1.4% | 4,060 | $275K |
| Signal Advisors Wealth, LLC | 0.06% | New | 3,740 | $254K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,617 | $245K |
| Pathway Financial Advisers, LLC | 0.09% | Reduce -1.5% | 3,539 | $240K |
| World Investment Advisors | 0.03% | New | 3,500 | $237K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.7% | 3,394 | $230K |
| BIP Wealth, LLC | 0.02% | New | 3,206 | $217K |
| River Wealth Advisors LLC | 0.03% | New | 3,202 | $217K |
| Advisors Preferred, LLC | 0.04% | Add +70.8% | 3,098 | $208K |
| LongView Wealth Management | 0.08% | New | 3,051 | $207K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 2,886 | $194K |
| Canton Hathaway, LLC | 0.04% | No change | 2,300 | $156K |
| Bogart Wealth, LLC | 0.01% | No change | 2,295 | $156K |
| Comerica Bank | 0.00% | Add +14.0% | 2,288 | $155K |
| Qube Research & Technologies Ltd | 0.00% | No change | 2,090 | $142K |
| Parallel Advisors, LLC | 0.00% | No change | 1,802 | $122K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.