Fidelity MSCI Indust IndxFIDUETF
13F holders, Q4 2024 (December 31)181holders +22
24new positions
15sold out
$70.45avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 22 from Q3 2024. 24 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($107.6M), AE Wealth Management LLC ($58.8M) and Northwestern Mutual Wealth Management Co. ($49.9M).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.5M |
| Exits | 15 | $14.3M |
All 13F filers, Q3 2024 → Q4 2024: 737,322 shares bought and 561,841 shares sold, net +175,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Lido Advisors, LLC | 0.68% | Add +3.0% | 1,530,243 | $107.6M |
| AE Wealth Management LLC | 0.50% | Add +12.2% | 835,822 | $58.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.7% | 709,399 | $49.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.7% | 272,813 | $19.2M |
| Morgan Stanley | 0.00% | Add +19.2% | 270,493 | $19.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.8% | 155,233 | $11.5M |
| LPL Financial LLC | 0.00% | Add +57.0% | 148,168 | $10.4M |
| Full Sail Capital, LLC | 0.65% | Reduce -3.4% | 145,090 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +318.6% | 134,621 | $9.6M |
| Agf Management Ltd. | 0.05% | Reduce -62.8% | 136,786 | $9.6M |
| Buska Wealth Management, LLC | 2.95% | Add +12.3% | 130,988 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 120,150 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 100,693 | $7.1M |
| Bank of America Corp. | 0.00% | Add +2.8% | 90,783 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 87,325 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 79,305 | $5.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -2.6% | 70,155 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -14.3% | 68,377 | $4.8M |
| Yoder Wealth Management, Inc. | 2.46% | Add +9.8% | 63,241 | $4.4M |
| Traynor Capital Management, Inc. | 0.33% | Reduce -7.2% | 60,315 | $4.2M |
| Fischer Financial Services, Inc. | 1.31% | — | 59,260 | $4.2M |
| FMR LLC | 0.00% | Add +7.8% | 57,354 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 55,748 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +25.5% | 52,860 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +713.1% | 50,529 | $3.6M |
| Modern Wealth Management, LLC | 0.13% | New | 49,166 | $3.5M |
| Lifeworks Advisors, LLC | 0.60% | Add +37.3% | 47,548 | $3.3M |
| Grant/GrossMendelsohn, LLC | 1.70% | New | 46,306 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.3% | 45,835 | $3.2M |
| Atlas Capital Advisors Inc. | 0.35% | Reduce -9.1% | 39,251 | $2.8M |
| Exchange Capital Management, Inc. | 0.35% | Reduce -1.2% | 31,164 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +25.8% | 30,410 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +2.7% | 30,377 | $2.1M |
| Smith Salley Wealth Management | 0.14% | Reduce -4.4% | 30,333 | $2.1M |
| EPG Wealth Management LLC | 0.56% | Reduce -4.7% | 30,054 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Add +4.4% | 28,171 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.7% | 28,117 | $2.0M |
| KDK Private Wealth Management, LLC | 1.99% | — | 27,186 | $1.9M |
| Primoris Wealth Advisors, LLC | 1.45% | New | 27,125 | $1.9M |
| Armor Investment Advisors, LLC | 0.72% | Reduce -1.5% | 24,899 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +17.6% | 23,838 | $1.7M |
| Lynch & Associates | 0.36% | Reduce -3.1% | 23,775 | $1.7M |
| VCI Wealth Management LLC | 0.71% | Add +71.0% | 23,734 | $1.7M |
| Trail Ridge Investment Advisors, LLC | 0.78% | Add +1.2% | 23,429 | $1.6M |
| Sunbelt Securities, Inc. | 0.14% | Add +48.0% | 22,244 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +21.4% | 21,433 | $1.5M |
| Mgo One Seven LLC | 0.05% | Reduce -3.3% | 19,959 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 19,946 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +5.0% | 18,831 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.5% | 19,507 | $1.4M |
| Q3 Asset Management | 0.85% | Add +25.8% | 19,399 | $1.4M |
| Elevated Capital Advisors, LLC | 0.37% | Add +56.1% | 19,336 | $1.4M |
| Smith Shellnut Wilson LLC | 0.56% | New | 17,973 | $1.3M |
| Maxele Advisors, LLC | 1.16% | — | 17,227 | $1.2M |
| Roxbury Financial LLC | 1.13% | — | 15,121 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.8% | 16,263 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 15,547 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.47% | Reduce -1.9% | 15,035 | $1.1M |
| Penobscot Wealth Management | 0.48% | Add +1.7% | 14,889 | $1.0M |
| Trust Co. of Oklahoma | 0.33% | Reduce -1.4% | 14,779 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +3.0% | 14,188 | $998K |
| Bray Capital Advisors | 0.25% | No change | 13,000 | $914K |
| MML Investors Services, LLC | 0.00% | Add +8.1% | 11,997 | $844K |
| Advisory Services Network, LLC | 0.02% | Reduce -80.6% | 11,929 | $839K |
| Heck Capital Advisors, LLC | 0.09% | Reduce -0.3% | 11,760 | $827K |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.3% | 11,597 | $815K |
| Montag A & Associates Inc. | 0.04% | Add +0.6% | 11,020 | $775K |
| Townsquare Capital LLC | 0.01% | Add +47.7% | 10,424 | $733K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -14.8% | 10,119 | $711K |
| CW Advisors, LLC | 0.01% | Add +30.2% | 10,070 | $708K |
| Stephens Inc. | 0.01% | Reduce -3.8% | 9,985 | $702K |
| Integrated Advisors Network LLC | 0.03% | Reduce -4.4% | 9,242 | $650K |
| Nova Wealth Management, Inc. | 0.56% | — | 9,125 | $642K |
| Continuum Advisory, LLC | 0.08% | No change | 8,524 | $599K |
| American National Bank & Trust | 0.07% | Add +285.2% | 8,521 | $599K |
| Ameritas Advisory Services, LLC | 0.02% | Add +16.6% | 8,343 | $587K |
| Raymond James Financial Inc. | 0.00% | — | 7,883 | $554K |
| HBW Advisory Services LLC | 0.05% | New | 7,017 | $493K |
| Maltin Wealth Management, Inc. | 0.24% | Add +0.3% | 6,913 | $486K |
| Advisors Preferred, LLC | 0.08% | New | 6,938 | $486K |
| Summit Financial, LLC | 0.02% | No change | 6,836 | $481K |
| Pathstone Holdings, LLC | 0.00% | Add +9.6% | 6,744 | $474K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -1.3% | 6,727 | $473K |
| Centaurus Financial, Inc. | 0.03% | Add +2.8% | 6,693 | $471K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +8.5% | 6,368 | $448K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $414K |
| PKS Advisory Services, LLC | 0.10% | — | 5,645 | $397K |
| Valley Brook Capital Group, Inc. | 0.29% | Add +2.6% | 5,567 | $391K |
| Arete Wealth Advisors, LLC | 0.03% | New | 5,564 | $391K |
| PUREfi Wealth, LLC | 0.37% | — | 5,395 | $379K |
| Centennial Wealth Advisory LLC | 0.14% | Add +0.7% | 5,120 | $360K |
| One Wealth Management Investment & Advisory Services, LLC | 0.56% | Reduce -0.5% | 5,041 | $354K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +25.7% | 4,994 | $351K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +25.7% | 4,994 | $351K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 4,828 | $339K |
| Secure Asset Management, LLC | 0.05% | New | 4,794 | $337K |
| AssuredPartners Investment Advisors, LLC | 0.06% | — | 4,714 | $331K |
| Arkadios Wealth Advisors | 0.02% | Add +63.8% | 4,700 | $330K |
| Creative Planning | 0.00% | New | 4,488 | $316K |
| Brookstone Capital Management | 0.00% | Reduce -1.8% | 4,326 | $304K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.