Fidelity MSCI Indust IndxFIDUETF
13F holders, Q3 2024 (September 30)159holders +10
21new positions
11sold out
1famous investor
$72.22avg. 13F price*
At the end of Q3 2024, 159 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 10 from Q2 2024. 21 opened new positions and 11 sold out. The largest holders were Lido Advisors, LLC ($107.2M), AE Wealth Management LLC ($53.8M) and Northwestern Mutual Wealth Management Co. ($49.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $22.2M |
| Exits | 11 | $139.7M |
All 13F filers, Q2 2024 → Q3 2024: 721,078 shares bought and 2,316,216 shares sold, net −1,595,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Lido Advisors, LLC | 0.81% | Reduce -0.3% | 1,485,415 | $107.2M |
| AE Wealth Management LLC | 0.49% | Add +7.0% | 744,776 | $53.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +9.5% | 683,913 | $49.4M |
| Agf Management Ltd. | 0.14% | Add +111.4% | 368,087 | $26.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.4% | 258,178 | $18.6M |
| Morgan Stanley | 0.00% | Add +6.5% | 226,846 | $16.4M |
| Sanctuary Advisors, LLC | 0.07% | New | 152,542 | $11.7M |
| Full Sail Capital, LLC | 0.69% | Reduce -3.2% | 150,237 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 122,119 | $8.8M |
| Buska Wealth Management, LLC | 2.94% | Add +15.3% | 116,684 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.4% | 98,591 | $7.1M |
| LPL Financial LLC | 0.00% | Add +4.6% | 94,355 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +0.0% | 88,382 | $6.4M |
| Bank of America Corp. | 0.00% | Add +7.5% | 88,319 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.3% | 79,822 | $5.8M |
| Personal Cfo Solutions, LLC | 0.78% | Reduce -6.3% | 77,658 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 75,521 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.5% | 72,744 | $5.3M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.8% | 71,997 | $5.2M |
| Traynor Capital Management, Inc. | 0.38% | Add +4.5% | 65,018 | $4.7M |
| Yoder Wealth Management, Inc. | 2.50% | Add +5.5% | 57,581 | $4.2M |
| Advisory Services Network, LLC | 0.08% | No change | 61,400 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 53,819 | $3.9M |
| FMR LLC | 0.00% | Add +8.0% | 53,190 | $3.8M |
| Atlas Capital Advisors Inc. | 0.48% | No change | 43,168 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.8% | 42,116 | $3.0M |
| Lifeworks Advisors, LLC | 0.49% | Reduce -0.6% | 34,620 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | New | 32,163 | $2.3M |
| Smith Salley Wealth Management | 0.15% | Add +3.3% | 31,728 | $2.3M |
| Exchange Capital Management, Inc. | 0.36% | Reduce -2.0% | 31,544 | $2.3M |
| EPG Wealth Management LLC | 0.57% | Add +0.0% | 31,521 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 29,571 | $2.1M |
| Citadel Advisors | 0.00% | New | 28,627 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.8% | 27,922 | $2.0M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -13.1% | 26,984 | $1.9M |
| Armor Investment Advisors, LLC | 0.76% | Add +1.7% | 25,271 | $1.8M |
| Lynch & Associates | 0.37% | Add +5.0% | 24,549 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +52.9% | 24,172 | $1.7M |
| Trail Ridge Investment Advisors, LLC | 0.80% | Add +2.5% | 23,157 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.6% | 22,902 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 22,565 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.4% | 21,799 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +6.4% | 21,633 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | No change | 21,548 | $1.6M |
| Mgo One Seven LLC | 0.06% | Reduce -5.0% | 20,633 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +9.8% | 20,272 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +0.1% | 17,939 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -10.8% | 17,660 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.8% | 16,567 | $1.2M |
| Mariner, LLC | 0.00% | Add +55.8% | 15,598 | $1.1M |
| Q3 Asset Management | 0.26% | Add +13.0% | 15,422 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.53% | Reduce -2.5% | 15,334 | $1.1M |
| Sunbelt Securities, Inc. | 0.11% | Add +3.7% | 15,030 | $1.1M |
| Trust Co. of Oklahoma | 0.35% | Reduce -1.5% | 14,984 | $1.1M |
| Penobscot Wealth Management | 0.57% | Add +11.1% | 14,641 | $1.1M |
| VCI Wealth Management LLC | 0.45% | Reduce -57.2% | 13,880 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -3.3% | 13,771 | $984K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | Add +18.1% | 13,306 | $960K |
| Bray Capital Advisors | 0.23% | No change | 13,000 | $938K |
| Elevated Capital Advisors, LLC | 0.24% | New | 12,386 | $894K |
| Meridian Wealth Management, LLC | 0.04% | New | 11,873 | $857K |
| Heck Capital Advisors, LLC | 0.10% | Add +0.5% | 11,790 | $851K |
| Essex Financial Services, Inc. | 0.06% | Add +4.6% | 11,628 | $848K |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 11,101 | $801K |
| Montag A & Associates Inc. | 0.04% | Reduce -0.7% | 10,958 | $791K |
| Stephens Inc. | 0.01% | Reduce -2.6% | 10,381 | $749K |
| Integrated Advisors Network LLC | 0.03% | Reduce -5.3% | 9,671 | $698K |
| Continuum Advisory, LLC | 0.08% | No change | 8,524 | $638K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.2% | 7,776 | $561K |
| CW Advisors, LLC | 0.01% | Add +34.0% | 7,735 | $558K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.8% | 7,153 | $516K |
| Townsquare Capital LLC | 0.01% | Add +17.3% | 7,059 | $509K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.3% | 7,051 | $509K |
| Maltin Wealth Management, Inc. | 0.24% | Add +0.2% | 6,894 | $498K |
| Summit Financial, LLC | 0.02% | New | 6,836 | $493K |
| Prairie Wealth Advisors, Inc. | 0.24% | Add +1.3% | 6,817 | $492K |
| Centaurus Financial, Inc. | 0.03% | Add +2.1% | 6,512 | $470K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.1% | 6,214 | $448K |
| Pathstone Holdings, LLC | 0.00% | Add +2.1% | 6,153 | $444K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $425K |
| Schmidt P J Investment Management Inc. | 0.07% | New | 5,870 | $424K |
| Valley Brook Capital Group, Inc. | 0.28% | Add +5.7% | 5,427 | $392K |
| Centennial Wealth Advisory LLC | 0.14% | Add +5.3% | 5,085 | $367K |
| One Wealth Management Investment & Advisory Services, LLC | 0.64% | Reduce -2.2% | 5,068 | $366K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +16.4% | 4,803 | $347K |
| Brookstone Capital Management | 0.00% | Add +8.7% | 4,404 | $318K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,230 | $305K |
| Crumly & Associates Inc. | 0.08% | No change | 4,175 | $301K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 4,085 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +12.5% | 3,972 | $287K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +12.5% | 3,972 | $287K |
| Sigma Planning Corp | 0.01% | Reduce -7.7% | 3,746 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.1% | 3,727 | $269K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.8% | 3,552 | $256K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,514 | $256K |
| Pathway Financial Advisers, LLC | 0.12% | Reduce -3.3% | 3,517 | $254K |
| World Investment Advisors | 0.01% | No change | 3,501 | $253K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.0% | 3,456 | $249K |
| UBS Group AG | 0.00% | Add +26.3% | 3,267 | $236K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.3% | 3,216 | $232K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.