Fidelity MSCI Indust IndxFIDUETF
13F holders, Q1 2025 (March 31)177holders −4
22new positions
25sold out
1famous investor
$68.51avg. 13F price*
At the end of Q1 2025, 177 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, down 4 from Q4 2024. 22 opened new positions and 25 sold out. The largest holders were Lido Advisors, LLC ($108.1M), AE Wealth Management LLC ($63.3M) and Northwestern Mutual Wealth Management Co. ($51.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $12.4M |
| Exits | 25 | $8.9M |
All 13F filers, Q4 2024 → Q1 2025: 924,352 shares bought and 341,316 shares sold, net +583,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Lido Advisors, LLC | 0.65% | Add +3.2% | 1,579,278 | $108.1M |
| AE Wealth Management LLC | 0.53% | Add +10.6% | 924,356 | $63.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.4% | 754,700 | $51.7M |
| Agf Management Ltd. | 0.10% | Add +107.4% | 283,661 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.6% | 274,562 | $18.8M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 254,610 | $17.4M |
| LPL Financial LLC | 0.00% | Add +20.4% | 178,344 | $12.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +3.2% | 160,238 | $11.0M |
| Full Sail Capital, LLC | 0.61% | Reduce -4.6% | 138,427 | $9.5M |
| Buska Wealth Management, LLC | 2.85% | Add +1.5% | 132,997 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +24.7% | 125,602 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 122,003 | $8.4M |
| Bank of America Corp. | 0.00% | Add +33.5% | 121,175 | $8.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -31.7% | 92,001 | $6.5M |
| NewEdge Advisors, LLC | 0.04% | Add +35.8% | 92,845 | $6.4M |
| Independence Financial Advisors, LLC | 2.30% | — | 88,231 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +295.4% | 78,863 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 76,258 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.8% | 74,938 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +487.9% | 70,527 | $4.8M |
| Stifel Financial Corp. | 0.01% | Reduce -19.5% | 70,328 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.0% | 68,966 | $4.7M |
| Yoder Wealth Management, Inc. | 2.51% | Add +2.9% | 65,066 | $4.5M |
| Traynor Capital Management, Inc. | 0.35% | Reduce -0.4% | 60,054 | $4.1M |
| FMR LLC | 0.00% | Add +4.0% | 59,667 | $4.1M |
| Fischer Financial Services, Inc. | 1.30% | Reduce -0.3% | 59,113 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 55,666 | $3.8M |
| Lifeworks Advisors, LLC | 0.59% | Add +9.0% | 51,824 | $3.5M |
| Modern Wealth Management, LLC | 0.11% | Add +1.3% | 49,798 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 44,971 | $3.1M |
| Armor Investment Advisors, LLC | 1.24% | Add +75.4% | 43,666 | $3.0M |
| IHT Wealth Management, LLC | 0.09% | New | 40,538 | $2.8M |
| Atlas Capital Advisors Inc. | 0.33% | Reduce -3.0% | 38,081 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 33,133 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Add +602.7% | 33,026 | $2.3M |
| Exchange Capital Management, Inc. | 0.34% | Reduce -0.8% | 30,925 | $2.1M |
| Smith Salley Wealth Management | 0.14% | Add +1.5% | 30,779 | $2.1M |
| EPG Wealth Management LLC | 0.59% | Add +2.3% | 30,732 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +0.5% | 30,523 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.8% | 30,433 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -57.5% | 29,784 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.1% | 28,984 | $2.0M |
| KDK Private Wealth Management, LLC | 2.10% | Reduce -1.0% | 26,920 | $1.8M |
| Penobscot Wealth Management | 0.77% | Add +80.7% | 26,905 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -4.7% | 26,843 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +1.6% | 24,224 | $1.7M |
| Lynch & Associates | 0.36% | Add +1.5% | 24,133 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 21,466 | $1.5M |
| Tounjian Advisory Partners, LLC | 0.27% | — | 21,354 | $1.5M |
| VCI Wealth Management LLC | 0.58% | Reduce -15.5% | 20,048 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +535.7% | 19,752 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 19,033 | $1.3M |
| Elevated Capital Advisors, LLC | 0.35% | Reduce -5.5% | 18,282 | $1.3M |
| Citadel Advisors | 0.00% | New | 17,837 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -6.2% | 17,669 | $1.2M |
| Maxele Advisors, LLC | 1.14% | Reduce -0.1% | 17,213 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1656500.0% | 16,566 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Add +8.1% | 16,253 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3085.8% | 16,216 | $1.1M |
| Trail Ridge Investment Advisors, LLC | 0.56% | Reduce -32.4% | 15,843 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.5% | 15,701 | $1.1M |
| Roxbury Financial LLC | 1.04% | Reduce -1.7% | 14,858 | $1.1M |
| Trust Co. of Oklahoma | 0.36% | Add +3.7% | 15,327 | $1.0M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -32.4% | 15,033 | $1.0M |
| Smith Shellnut Wilson LLC | 0.47% | Reduce -17.4% | 14,840 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.2% | 14,219 | $974K |
| Mariner, LLC | 0.00% | Reduce -10.8% | 13,867 | $949K |
| Advisory Services Network, LLC | 0.02% | Reduce -0.4% | 11,882 | $814K |
| Heck Capital Advisors, LLC | 0.09% | Add +1.0% | 11,882 | $814K |
| Essex Financial Services, Inc. | 0.06% | Add +2.0% | 11,830 | $810K |
| Nova Wealth Management, Inc. | 0.68% | Add +26.0% | 11,497 | $787K |
| Integrated Advisors Network LLC | 0.04% | Add +22.9% | 11,361 | $778K |
| Montag A & Associates Inc. | 0.04% | Add +1.1% | 11,141 | $763K |
| Mgo One Seven LLC | 0.03% | Reduce -44.9% | 11,002 | $753K |
| Jane Street Group, LLC | 0.00% | New | 10,988 | $752K |
| Meridian Wealth Management, LLC | 0.04% | Add +7.6% | 10,891 | $746K |
| Citigroup Inc. | 0.00% | Add +215.9% | 10,778 | $738K |
| American National Bank & Trust | 0.08% | Add +25.6% | 10,707 | $733K |
| Townsquare Capital LLC | 0.01% | Add +0.2% | 10,447 | $715K |
| CW Advisors, LLC | 0.01% | Add +1.5% | 10,219 | $700K |
| Primoris Wealth Advisors, LLC | 0.48% | Reduce -66.8% | 9,004 | $616K |
| Raymond James Financial Inc. | 0.00% | Add +9.4% | 8,621 | $590K |
| Continuum Advisory, LLC | 0.08% | No change | 8,524 | $584K |
| Pathstone Holdings, LLC | 0.00% | Add +23.6% | 8,336 | $571K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.9% | 8,268 | $568K |
| SCS Capital Management LLC | 0.01% | New | 7,955 | $545K |
| Maltin Wealth Management, Inc. | 0.23% | Add +3.9% | 7,179 | $492K |
| Jones Financial Companies LLLP | 0.00% | Add +65.2% | 7,020 | $479K |
| Centaurus Financial, Inc. | 0.03% | Add +3.8% | 6,945 | $476K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -0.4% | 6,702 | $459K |
| Summit Financial, LLC | 0.01% | Reduce -2.7% | 6,650 | $455K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -0.5% | 6,336 | $434K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +22.8% | 6,130 | $420K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +22.8% | 6,130 | $420K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $403K |
| PKS Advisory Services, LLC | 0.11% | Reduce -0.4% | 5,621 | $385K |
| Centennial Wealth Advisory LLC | 0.14% | Add +7.9% | 5,526 | $378K |
| Mach-1 Financial Group, LLC | 0.11% | New | 5,504 | $377K |
| Valley Brook Capital Group, Inc. | 0.29% | Reduce -1.4% | 5,487 | $376K |
| PUREfi Wealth, LLC | 0.37% | No change | 5,395 | $369K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.