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Fidelity MSCI Industrials Index ETF (FIDU) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Industrials Index ETF (NYSEARCA:FIDU)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$50.40M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$29.06M
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FIDU Institutional Buying and Selling by Quarter

Fidelity MSCI Industrials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Beaumont Financial Advisors LLC18,447$1.25M0.1%-17.4%0.115%
5/9/2024 Orion Portfolio Solutions LLC25,397$1.72M0.0%-42.4%0.158%
5/8/2024 Advisors Preferred LLC3,098$208K0.0%+70.8%0.019%
5/7/2024 Montag A & Associates Inc.11,030$748K0.0%+44.4%0.069%
5/6/2024 Advisory Services Network LLC75,568$5.12M0.1%-0.6%0.480%
5/3/2024 Smith Salley Wealth Management30,767$2.09M0.2%+19.0%0.195%
5/2/2024 Valley Brook Capital Group Inc.4,961$336K0.3%+5.1%0.031%
4/29/2024Commonwealth Equity Services LLC256,828$17.42M0.0%+1.3%1.631%
4/25/2024 Armor Investment Advisors LLC22,894$1.55M0.7%+5.4%0.145%
4/24/2024 Essex Financial Services Inc.11,233$762K0.1%+48.6%0.071%
4/23/2024 Global Retirement Partners LLC603$41K0.0%-36.1%0.004%
4/22/2024 Centennial Wealth Advisory LLC4,418$300K0.1%+16.8%0.028%
4/19/2024 Trust Co. of Oklahoma16,273$1.10M0.4%+14.3%0.120%
4/19/2024 Yoder Wealth Management Inc.54,042$3.67M2.4%-7.6%0.397%
4/18/2024 Exchange Capital Management Inc.32,718$2.22M0.4%-1.9%0.241%
4/18/2024 Fifth Third Securities Inc.24,577$1.67M0.2%+5.1%0.181%
4/16/2024 LongView Wealth Management3,051$207K0.1%N/A0.022%
4/15/2024 Brookstone Capital Management4,674$317K0.0%-7.7%0.034%
4/15/2024 Atlas Capital Advisors LLC49,392$3.35M0.5%+17.4%0.363%
4/12/2024 Traynor Capital Management Inc.63,707$4.32M0.4%+2.7%0.468%
4/10/2024 American National Bank1,165$79K0.0%+62.9%0.009%
4/10/2024 Signal Advisors Wealth LLC3,740$254K0.1%N/A0.028%
4/9/2024 Lynch & Associates IN23,461$1.59M0.4%-7.9%0.173%
2/28/2024EP Wealth Advisors LLC1,671$102K0.0%N/A0.012%
2/26/2024 Integrated Advisors Network LLC7,318$448K0.0%+7.1%0.054%
2/16/2024Trail Ridge Investment Advisors LLC23,710$1.45M0.9%-4.7%0.174%
2/14/2024MGO One Seven LLC29,063$1.78M0.1%N/A0.214%
2/14/2024Connectus Wealth LLC40,492$2.48M0.0%-72.5%0.298%
2/14/2024 Personal CFO Solutions LLC84,783$5.19M0.9%-10.6%0.623%
2/12/2024Stifel Financial Corp95,781$5.87M0.0%+0.3%0.704%
2/12/2024 Parallel Advisors LLC1,802$110K0.0%-45.4%0.013%
2/9/2024 Advisory Services Network LLC76,010$4.65M0.1%+8.9%0.559%
2/9/2024 Orion Portfolio Solutions LLC44,096$2.65M0.0%-35.5%0.324%
2/9/2024 Cambridge Investment Research Advisors Inc.31,059$1.90M0.0%+12.0%0.228%
2/8/2024 American National Bank715$44K0.0%+376.7%0.005%
2/8/2024 Exchange Capital Management Inc.33,350$2.04M0.4%-2.7%0.245%
2/7/2024 AGF Management Ltd.60,430$3.70M0.0%+42.1%0.444%
2/7/2024 Montag A & Associates Inc.7,636$468K0.0%+44.3%0.056%
2/6/2024 Valley Brook Capital Group Inc.4,721$289K0.2%+4.1%0.035%
2/6/2024 U.S. Capital Wealth Advisors LLC31,332$1.92M0.1%-5.3%0.230%
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2/5/2024 Stonebridge Financial Planning Group LLC13,040$798K0.5%-5.8%0.096%
2/5/2024 Kestra Private Wealth Services LLC26,070$1.60M0.0%+4.5%0.192%
2/2/2024 Truist Financial Corp27,000$1.65M0.0%-31.8%0.199%
2/2/2024 Yoder Wealth Management Inc.58,502$3.58M2.5%-3.3%0.430%
2/2/2024 VCI Wealth Management LLC46,064$2.82M1.7%N/A0.339%
2/2/2024 Atria Wealth Solutions Inc.3,617$221K0.0%N/A0.027%
1/31/2024 Beaumont Financial Advisors LLC22,321$1.37M0.1%-52.7%0.164%
1/30/2024SVB Wealth LLC10,469$641K0.0%-25.0%0.077%
1/30/2024 Canton Hathaway LLC2,300$141K0.0%-20.7%0.017%
1/26/2024 B.O.S.S. Retirement Advisors LLC7,158$438K0.1%+72.2%0.053%
1/25/2024 International Assets Investment Management LLC45,418$2.78M0.0%N/A0.334%
1/25/2024One Wealth Management Investment & Advisory Services LLC6,042$370K0.2%N/A0.044%
1/24/2024 Advisors Preferred LLC1,814$110K0.0%N/A0.013%
1/24/2024 International Assets Investment Management LLC45,418$2.78M0.0%N/A0.334%
1/23/2024 Trust Co. of Oklahoma14,234$872K0.3%+5.8%0.105%
1/22/2024 Princeton Global Asset Management LLC518$32K0.0%N/A0.004%
1/19/2024 Armor Investment Advisors LLC21,727$1.33M0.7%+8.1%0.160%
1/18/2024 Traynor Capital Management Inc.62,030$3.80M0.4%-8.2%0.456%
1/18/2024 Maltin Wealth Management Inc.6,862$420K0.3%-14.0%0.050%
1/17/2024 Centennial Wealth Advisory LLC3,782$232K0.1%N/A0.028%
1/17/2024Kingdom Financial Group LLC.4,619$283K0.2%+12.1%0.034%
1/16/2024 Rosenberg Matthew Hamilton2,886$177K0.1%-19.0%0.021%
1/12/2024 CX Institutional25,431$1.56M0.1%N/A0.187%
1/11/2024 Brookstone Capital Management5,066$310K0.0%-10.2%0.037%
1/11/2024 Ausdal Financial Partners Inc.3,304$202K0.0%N/A0.024%
1/11/2024 Amplius Wealth Advisors LLC4,198$257K0.0%-55.0%0.031%
1/8/2024 B.O.S.S. Retirement Advisors LLC3,902$239K0.1%-6.1%0.029%
1/8/2024 Lynch & Associates IN25,465$1.56M0.4%-1.7%0.187%
12/11/2023 Sunbelt Securities Inc.14,044$760K0.1%-2.4%0.103%
11/16/2023 Integrated Advisors Network LLC6,834$370K0.0%N/A0.050%
11/16/2023 Essex Financial Services Inc.7,609$412K0.0%+41.3%0.056%
11/15/2023Lido Advisors LLC1,393,875$75.44M0.6%+10.4%10.249%
11/13/2023EPG Wealth Management LLC37,937$2.05M0.6%+1.0%0.279%
11/13/2023 Personal CFO Solutions LLC94,839$5.13M1.0%-2.7%0.697%
11/13/2023Stifel Financial Corp95,454$5.17M0.0%-1.1%0.702%
11/13/2023 LPL Financial LLC79,952$4.33M0.0%+5.9%0.588%
11/13/2023 Envestnet Asset Management Inc.125,880$6.81M0.0%-2.6%0.926%
11/13/2023Kestra Advisory Services LLC39,044$2.11M0.0%+6.7%0.287%
11/9/2023 Montag A & Associates Inc.5,291$286K0.0%+49.6%0.039%
11/8/2023 HighTower Advisors LLC24,449$1.32M0.0%+2.9%0.180%
11/8/2023 Janney Montgomery Scott LLC14,567$788K0.0%-48.3%0.107%
11/8/2023 Avantax Advisory Services Inc.3,696$200K0.0%-26.6%0.027%
11/8/2023 Stonebridge Financial Planning Group LLC13,838$749K0.5%-1.8%0.102%
11/8/2023 Kestra Private Wealth Services LLC24,952$1.35M0.0%+3.3%0.183%
11/6/2023 Sigma Planning Corp6,358$344K0.0%N/A0.047%
11/6/2023 Lincoln National Corp5,064$274K0.0%N/A0.037%
11/3/2023 Valley Brook Capital Group Inc.4,536$245K0.2%+16.8%0.033%
11/1/2023 Simplex Trading LLC676$36K0.0%N/A0.005%
11/1/2023 Beaumont Financial Advisors LLC47,192$2.55M0.3%-0.5%0.347%
11/1/2023 Orion Portfolio Solutions LLC68,386$3.70M0.0%-3.7%0.503%
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10/30/2023 Exchange Capital Management Inc.34,291$1.86M0.4%-0.6%0.252%
10/30/2023 Bogart Wealth LLC2,295$124K0.0%+130.7%0.017%
10/27/2023 SYM FINANCIAL Corp1,265$68K0.0%N/A0.009%
10/24/2023 Lynch & Associates IN25,902$1.40M0.4%-16.3%0.190%
10/24/2023 Raymond James Financial Services Advisors Inc.9,479$513K0.0%-81.8%0.070%
10/24/2023 Birchcreek Wealth Management LLC4,076$221K0.1%-61.2%0.030%
10/24/2023 Cambridge Investment Research Advisors Inc.27,738$1.50M0.0%-31.0%0.204%
10/23/2023SVB Wealth LLC13,950$755K0.0%-4.0%0.103%
10/23/2023 Armor Investment Advisors LLC20,091$1.09M0.6%+2.1%0.148%
10/23/2023Commonwealth Equity Services LLC262,594$14.21M0.0%+3.9%1.931%
(Data available from 1/1/2016 forward)

FIDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIDU shares?

During the previous two years, 115 institutional investors and hedge funds held shares of Fidelity MSCI Industrials Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($536.37M), Whalerock Point Partners LLC ($257.28M), Lido Advisors LLC ($75.44M), AE Wealth Management LLC ($22.18M), Commonwealth Equity Services LLC ($17.42M), Advisor Group Holdings Inc. ($9.49M), and Full Sail Capital LLC ($9.32M).Learn more on FIDU's institutional investors.

Which institutional investors have been buying Fidelity MSCI Industrials Index ETF stock?

Of the 95 institutional investors that purchased Fidelity MSCI Industrials Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($412.35K), Lido Advisors LLC ($258.36K), Commonwealth Equity Services LLC ($155.62K), Ironbridge Private Wealth LLC ($142.52K), Envestnet Asset Management Inc. ($118.29K), Advisor Group Holdings Inc. ($115.33K), and International Assets Investment Management LLC ($90.84K).

How much institutional buying is happening at Fidelity MSCI Industrials Index ETF?

Institutional investors have bought a total of 2,191,379 shares in the last 24 months. This purchase volume represents approximately $113.41M in transactions.

Which Fidelity MSCI Industrials Index ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold Fidelity MSCI Industrials Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Connectus Wealth LLC ($260.64K), Truist Financial Corp ($254.26K), Commonwealth Equity Services LLC ($142.44K), Osaic Holdings Inc. ($74.05K), Cambridge Investment Research Advisors Inc. ($60.73K), Raymond James Financial Services Advisors Inc. ($48.69K), and Orion Portfolio Solutions LLC ($48.51K).

How much institutional selling is happening at Fidelity MSCI Industrials Index ETF?

Institutional investors have sold a total of 1,277,266 shares in the last 24 months. This volume of shares sold represents approximately $65.30M in transactions.


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This page (NYSEARCA:FIDU) was last updated on 5/14/2024 by MarketBeat.com Staff

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