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Fidelity MSCI Industrials Index ETF (FIDU) Institutional Ownership

Fidelity MSCI Industrials Index ETF logo
$78.76 +0.63 (+0.81%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$153.24M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$33.84M
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FIDU Institutional Buying and Selling by Quarter

Fidelity MSCI Industrials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 HBW Advisory Services LLC2,791$216K0.0%N/A0.015%
6/27/2025Goldman Sachs Group Inc.76,258$5.22M0.0%N/A0.418%
6/2/2025Modern Wealth Management LLC49,798$3.41M0.1%+1.3%0.278%
5/29/2025Nova Wealth Management Inc.11,497$787K0.7%+26.0%0.064%
5/19/2025Jane Street Group LLC10,988$752K0.0%N/A0.061%
5/19/2025SCS Capital Management LLC7,955$545K0.0%N/A0.044%
5/16/2025Goldman Sachs Group Inc.76,258$5.22M0.0%N/A0.420%
5/16/2025Jones Financial Companies Lllp9,987$684K0.0%+135.0%0.055%
5/16/2025Redwood Financial Network Corp3,726$255K0.2%N/A0.021%
5/16/2025NewEdge Advisors LLC92,845$6.36M0.0%+35.8%0.512%
5/16/2025Integrated Wealth Concepts LLC3,735$256K0.0%+12.3%0.021%
5/16/2025Algorithmic Investment Models LLC4,022$275K0.2%N/A0.022%
5/15/2025Royal Bank of Canada122,003$8.35M0.0%+1.5%0.672%
5/14/2025Full Sail Capital LLC138,427$9.48M0.6%-4.6%0.763%
5/14/2025Northwestern Mutual Wealth Management Co.754,700$51.67M0.0%+6.4%4.158%
5/14/2025Kestra Advisory Services LLC74,938$5.13M0.0%+41.8%0.413%
5/14/2025CW Advisors LLC10,219$700K0.0%+1.5%0.056%
5/14/2025Summit Financial LLC6,650$455K0.0%-2.7%0.037%
5/13/2025Kovitz Investment Group Partners LLC29,784$2.04M0.0%-57.5%0.164%
5/13/2025HighTower Advisors LLC78,863$5.40M0.0%+295.4%0.435%
5/12/2025AGF Management Ltd.283,661$19.42M0.1%+107.4%1.563%
5/12/2025Meridian Wealth Management LLC10,891$746K0.0%+7.6%0.060%
5/12/2025Atlas Capital Advisors Inc.38,081$2.61M0.3%-3.0%0.210%
5/12/2025Founders Financial Alliance LLC1,588$109K0.0%+1,472.3%0.009%
5/9/2025Atria Wealth Solutions Inc.19,752$1.35M0.0%+535.7%0.109%
5/9/2025Commonwealth Equity Services LLC274,562$18.80M0.0%+0.6%1.513%
5/8/2025Arkadios Wealth Advisors33,026$2.26M0.1%+602.7%0.182%
5/8/2025Independence Financial Advisors LLC88,231$6.04M2.3%N/A0.486%
5/7/2025Hurley Capital LLC2,016$138K0.1%-7.1%0.011%
5/7/2025LPL Financial LLC178,344$12.21M0.0%+20.4%0.983%
5/7/2025Fischer Financial Services Inc.59,113$4.05M1.3%-0.2%0.326%
5/6/2025Cetera Investment Advisers33,133$2.27M0.0%+9.0%0.183%
5/6/2025Lifeworks Advisors LLC51,824$3.55M0.6%+9.0%0.286%
5/6/2025AE Wealth Management LLC924,356$63.29M0.5%+10.6%5.093%
5/6/2025VCI Wealth Management LLC20,048$1.37M0.6%-15.5%0.110%
5/6/2025KDK Private Wealth Management LLC26,920$1.84M2.1%-1.0%0.148%
5/5/2025Kestra Private Wealth Services LLC28,984$1.99M0.0%+3.1%0.160%
5/2/2025Armor Investment Advisors LLC43,666$2.99M1.2%+75.4%0.241%
5/2/2025Trail Ridge Investment Advisors LLC15,843$1.09M0.6%-32.4%0.087%
5/1/2025Fifth Third Securities Inc.26,843$1.84M0.2%-4.7%0.148%
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4/29/2025Envestnet Asset Management Inc.44,971$3.08M0.0%-1.9%0.248%
4/29/2025Elite Financial Inc.800$54K0.0%N/A0.004%
4/28/2025Mutual Advisors LLC17,669$1.20M0.0%-6.2%0.097%
4/28/2025Penobscot Wealth Management26,905$1.84M0.8%+80.7%0.148%
4/25/2025Smith Salley Wealth Management30,779$2.11M0.1%+1.5%0.169%
4/25/2025Essex Financial Services Inc.11,830$810K0.1%+2.0%0.065%
4/24/2025Sunbelt Securities Inc.15,033$1.03M0.1%-32.4%0.082%
4/24/2025Elevated Capital Advisors LLC18,282$1.25M0.4%-5.5%0.100%
4/24/2025Primoris Wealth Advisors LLC9,004$616K0.5%-66.8%0.049%
4/22/2025Yoder Wealth Management Inc.65,066$4.46M2.5%+2.9%0.357%
4/22/2025Cambridge Investment Research Advisors Inc.19,033$1.30M0.0%-2.4%0.104%
4/22/2025Monte Financial Group LLC3,502$230K0.1%N/A0.019%
4/21/2025Centennial Wealth Advisory LLC5,526$378K0.1%+7.9%0.030%
4/21/2025CWA Asset Management Group LLC5,045$345K0.0%+36.0%0.028%
4/17/2025Lynch & Associates IN24,133$1.65M0.4%+1.5%0.132%
4/17/2025Smith Shellnut Wilson LLC ADV14,840$1.02M0.5%-17.4%0.081%
4/17/2025Vicus Capital3,415$234K0.0%N/A0.019%
4/17/2025Janney Montgomery Scott LLC4,160$285K0.0%N/A0.023%
4/16/2025Wealth Enhancement Advisory Services LLC4,432$303K0.0%+16.7%0.024%
4/15/2025CX Institutional653$45K0.0%N/A0.004%
4/15/2025Integrated Advisors Network LLC11,361$778K0.0%+22.9%0.062%
4/15/2025Trust Co. of Oklahoma15,327$1.05M0.4%+3.7%0.084%
4/14/2025Tounjian Advisory Partners LLC21,354$1.46M0.3%N/A0.117%
4/10/2025Maltin Wealth Management Inc.7,179$492K0.2%+3.8%0.039%
4/9/2025Buska Wealth Management LLC132,997$9.11M2.9%+1.5%0.729%
4/9/2025Roxbury Financial LLC14,858$1.07M1.1%-1.7%0.081%
4/9/2025American National Bank & Trust10,707$733K0.1%+25.7%0.059%
4/3/2025Versant Capital Management Inc433$30K0.0%N/A0.002%
3/12/2025Centaurus Financial Inc.6,693$471K0.0%+2.8%0.037%
3/4/2025Buska Wealth Management LLC130,988$9.21M2.9%+12.3%0.730%
3/4/2025Smith Shellnut Wilson LLC ADV17,973$1.26M0.6%N/A0.100%
2/25/2025Heck Capital Advisors LLC11,976$842K0.1%N/A0.075%
2/25/2025Integrated Advisors Network LLC9,242$650K0.0%-4.4%0.058%
2/18/2025Sunbelt Securities Inc.22,244$1.57M0.1%+48.0%0.139%
2/18/2025Stonebridge Financial Planning Group LLC15,035$1.06M0.5%-1.9%0.094%
2/17/2025Snowden Capital Advisors LLC16,263$1.14M0.0%-1.8%0.101%
2/17/2025Full Sail Capital LLC145,090$10.20M0.6%-3.4%0.904%
2/17/2025EPG Wealth Management LLC30,054$2.11M0.6%-4.7%0.187%
2/17/2025Cetera Investment Advisers30,410$2.14M0.0%+25.8%0.189%
2/17/2025Bank of America Corp DE90,783$6.38M0.0%+2.8%0.566%
2/17/2025Ameriprise Financial Inc.100,693$7.08M0.0%+2.1%0.627%
2/14/2025Mercer Global Advisors Inc. ADV4,142$291K0.0%-46.7%0.026%
2/14/2025Lido Advisors LLC1,530,243$107.59M0.5%+3.0%9.534%
2/14/2025Kovitz Investment Group Partners LLC70,006$4.92M0.0%-2.8%0.436%
2/14/2025Integrated Wealth Concepts LLC3,325$234K0.0%+13.7%0.021%
2/14/2025MGO One Seven LLC19,959$1.40M0.1%-3.3%0.124%
2/14/2025Susquehanna International Group LLP50,529$3.55M0.0%+713.1%0.315%
2/14/2025Stifel Financial Corp87,325$6.14M0.0%-1.2%0.544%
2/13/2025NewEdge Advisors LLC68,377$4.81M0.0%-14.3%0.426%
2/13/2025Primoris Wealth Advisors LLC27,125$1.91M1.5%N/A0.169%
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2/13/2025Townsquare Capital LLC10,424$733K0.0%+47.7%0.065%
2/13/2025KDK Private Wealth Management LLC27,186$1.91M2.0%N/A0.169%
2/13/2025Raymond James Financial Inc.7,883$554K0.0%N/A0.049%
2/13/2025Advisory Services Network LLC11,929$839K0.0%-80.6%0.074%
2/13/2025Envestnet Asset Management Inc.45,835$3.22M0.0%-39.3%0.286%
2/13/2025Hurley Capital LLC2,171$154K0.1%N/A0.014%
2/13/2025Wells Fargo & Company MN55,748$3.92M0.0%+3.6%0.347%
2/12/2025Atlas Capital Advisors Inc.39,251$2.76M0.4%-9.1%0.245%
2/12/2025Arete Wealth Advisors LLC5,564$391K0.0%N/A0.035%
2/12/2025CIBC Private Wealth Group LLC470$33K0.0%+1,075.0%0.003%
(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, 161 institutional investors and hedge funds held shares of Fidelity MSCI Industrials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($107.59M), AE Wealth Management LLC ($63.29M), Northwestern Mutual Wealth Management Co. ($51.67M), International Assets Investment Management LLC ($38.63M), AGF Management Ltd. ($19.42M), Commonwealth Equity Services LLC ($18.80M), and LPL Financial LLC ($12.21M).Learn more on Fidelity MSCI Industrials Index ETF's institutional investors.

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

Of the 140 institutional investors that purchased Fidelity MSCI Industrials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($344.33K), Lido Advisors LLC ($265.48K), Vicus Capital ($223.58K), AGF Management Ltd. ($213.38K), Sanctuary Advisors LLC ($155.23K), Goldman Sachs Group Inc. ($152.52K), and International Assets Investment Management LLC ($144.37K).

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

Institutional investors have bought a total of 2,222,179 shares in the last 24 months. This purchase volume represents approximately $153.24M in transactions.

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

Of the 49 institutional investors that sold Fidelity MSCI Industrials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AGF Management Ltd. ($231.30K), Advisory Services Network LLC ($49.47K), Kovitz Investment Group Partners LLC ($42.81K), Envestnet Asset Management Inc. ($30.55K), Primoris Wealth Advisors LLC ($18.12K), NewEdge Advisors LLC ($14.17K), and Full Sail Capital LLC ($13.85K).

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

Institutional investors have sold a total of 485,139 shares in the last 24 months. This volume of shares sold represents approximately $33.84M in transactions.



This page (NYSEARCA:FIDU) was last updated on 7/5/2025 by MarketBeat.com Staff
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