Fidelity MSCI Indust IndxFIDUETF
13F holders, Q2 2024 (June 30)149holders +7
22new positions
13sold out
$65.66avg. 13F price*
At the end of Q2 2024, 149 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 7 from Q1 2024. 22 opened new positions and 13 sold out. The largest holders were Charles Schwab Investment Management Inc. ($123.2M), Lido Advisors, LLC ($97.3M) and AE Wealth Management LLC ($45.5M).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $148.7M |
| Exits | 13 | $5.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,626,180 shares bought and 266,971 shares sold, net +2,359,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Charles Schwab Investment Management Inc. | 0.02% | New | 1,885,060 | $123.2M |
| Lido Advisors, LLC | 0.81% | Add +3.8% | 1,489,184 | $97.3M |
| AE Wealth Management LLC | 0.46% | Add +14.9% | 695,974 | $45.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.5% | 624,341 | $40.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +17.4% | 301,655 | $19.7M |
| Vicus Capital | 1.30% | New | 220,168 | $14.4M |
| Morgan Stanley | 0.00% | Add +6.8% | 212,975 | $13.9M |
| Agf Management Ltd. | 0.06% | Add +18.4% | 174,149 | $11.4M |
| Full Sail Capital, LLC | 0.68% | Reduce -1.3% | 155,251 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 122,651 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +18.0% | 122,347 | $8.0M |
| Buska Wealth Management, LLC | 2.64% | Add +26.9% | 101,206 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.0% | 92,640 | $6.1M |
| LPL Financial LLC | 0.00% | Add +21.8% | 90,208 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -7.6% | 88,345 | $5.8M |
| Personal Cfo Solutions, LLC | 0.83% | Reduce -1.4% | 82,866 | $5.4M |
| Bank of America Corp. | 0.00% | Add +9.6% | 82,168 | $5.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.3% | 80,076 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 75,016 | $4.9M |
| NorthCoast Asset Management LLC | 0.04% | New | 72,590 | $4.8M |
| Traynor Capital Management, Inc. | 0.34% | Reduce -2.3% | 62,226 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Reduce -18.8% | 61,400 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +1.8% | 56,660 | $3.7M |
| Yoder Wealth Management, Inc. | 2.31% | Add +1.0% | 54,581 | $3.6M |
| FMR LLC | 0.00% | Add +10.1% | 49,257 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.0% | 48,874 | $3.1M |
| Atlas Capital Advisors Inc. | 0.37% | Reduce -12.6% | 43,168 | $2.8M |
| Lifeworks Advisors, LLC | 0.63% | Reduce -10.1% | 34,829 | $2.3M |
| VCI Wealth Management LLC | 1.05% | Reduce -15.5% | 32,415 | $2.1M |
| Exchange Capital Management, Inc. | 0.34% | Reduce -1.6% | 32,178 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 31,281 | $2.0M |
| Fifth Third Securities, Inc. | 0.19% | Add +26.3% | 31,039 | $2.0M |
| Smith Salley Wealth Management | 0.14% | Reduce -0.2% | 30,714 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -3.5% | 30,244 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -1.7% | 26,143 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 25,340 | $1.7M |
| Armor Investment Advisors, LLC | 0.75% | Add +8.5% | 24,841 | $1.6M |
| HBW Advisory Services LLC | 0.26% | New | 24,355 | $1.6M |
| Lynch & Associates | 0.34% | Reduce -0.4% | 23,374 | $1.5M |
| Trail Ridge Investment Advisors, LLC | 0.76% | Add +11.1% | 22,601 | $1.5M |
| Mgo One Seven LLC | 0.07% | Reduce -19.4% | 21,716 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.6% | 21,715 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | No change | 21,548 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +84.6% | 20,334 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 19,788 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +4.4% | 17,917 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +0.1% | 18,456 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +1.9% | 16,441 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +16.7% | 15,807 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +1.4% | 15,733 | $1.0M |
| Trust Co. of Oklahoma | 0.35% | Reduce -6.5% | 15,211 | $994K |
| Sunbelt Securities, Inc. | 0.10% | Add +3.4% | 14,488 | $947K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.7% | 14,238 | $931K |
| Q3 Asset Management | 0.20% | New | 13,646 | $897K |
| Penobscot Wealth Management | 0.51% | Add +16.5% | 13,178 | $855K |
| Bray Capital Advisors | 0.21% | No change | 13,000 | $850K |
| Heck Capital Advisors, LLC | 0.10% | Reduce -2.3% | 11,729 | $767K |
| Essex Financial Services, Inc. | 0.05% | Reduce -1.0% | 11,119 | $738K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | Add +59.7% | 11,265 | $736K |
| Montag A & Associates Inc. | 0.04% | No change | 11,030 | $721K |
| Stephens Inc. | 0.01% | No change | 10,655 | $697K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 10,449 | $683K |
| Integrated Advisors Network LLC | 0.03% | Add +20.0% | 10,210 | $667K |
| Mariner, LLC | 0.00% | Reduce -2.3% | 10,015 | $655K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.2% | 9,833 | $643K |
| Continuum Advisory, LLC | 0.08% | Add +1.8% | 8,524 | $557K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.6% | 7,607 | $497K |
| Ameritas Advisory Services, LLC | 0.02% | New | 7,513 | $491K |
| Maltin Wealth Management, Inc. | 0.24% | Add +0.2% | 6,883 | $450K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -27.6% | 6,826 | $446K |
| Prairie Wealth Advisors, Inc. | 0.22% | Add +4.5% | 6,727 | $440K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.6% | 6,380 | $417K |
| Pathstone Holdings, LLC | 0.00% | Add +1.4% | 6,024 | $394K |
| Townsquare Capital LLC | 0.01% | Reduce -1.7% | 6,019 | $393K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $385K |
| CW Advisors, LLC | 0.01% | New | 5,773 | $377K |
| One Wealth Management Investment & Advisory Services, LLC | 0.14% | No change | 5,180 | $339K |
| Valley Brook Capital Group, Inc. | 0.26% | Add +3.5% | 5,136 | $336K |
| Centennial Wealth Advisory LLC | 0.14% | Add +9.3% | 4,827 | $316K |
| Secure Asset Management, LLC | 0.05% | New | 4,277 | $280K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.4% | 4,230 | $277K |
| Brookstone Capital Management | 0.00% | Reduce -13.3% | 4,052 | $277K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,192 | $274K |
| Crumly & Associates Inc. | 0.08% | No change | 4,175 | $273K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 4,128 | $270K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 4,073 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -3.4% | 4,059 | $265K |
| Pathway Financial Advisers, LLC | 0.09% | Add +2.8% | 3,637 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,617 | $236K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -86.1% | 3,531 | $231K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -86.1% | 3,531 | $231K |
| World Investment Advisors | 0.01% | Add +0.0% | 3,501 | $229K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.8% | 3,421 | $224K |
| River Wealth Advisors LLC | 0.03% | Add +0.3% | 3,211 | $210K |
| BIP Wealth, LLC | 0.02% | No change | 3,206 | $210K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 2,886 | $186K |
| UBS Group AG | 0.00% | Add +56.3% | 2,586 | $169K |
| Bogart Wealth, LLC | 0.01% | No change | 2,295 | $150K |
| Canton Hathaway, LLC | 0.04% | No change | 2,300 | $150K |
| Comerica Bank | 0.00% | Reduce -4.0% | 2,197 | $144K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.