FIDU Institutional Ownership
Fidelity MSCI Industrials Index ETF
1W: -0.1%
1M: -1.4%
3M: -8.8%
YTD: +7.3%
1Y: +10.4%
3Y: +71.9%
5Y: +79.5%
$90.28
+0.79 (+0.88%)
Weekly Expected Move ±1.9%
$87
$89
$90
$92
$94
Overview
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Institutional Ownership — FIDU
258
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
922M
Total Invested
38
New Positions
95
Increased
82
Reduced
16
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1,672,011 | $151M | -66,004 | -3.8% | 39Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 1,404,619 | $127M | +106,734 | +8.2% | 16Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 942,093 | $85M | +52,383 | +5.9% | 23Q | SEC ↗ |
| 4 | AGF MANAGEMENT LTD | 510,373 | $46M | +8,644 | +1.7% | 15Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 400,727 | $36M | +11,617 | +3.0% | 35Q | SEC ↗ |
| 6 | LPL Financial LLC | 285,843 | $26M | +10,728 | +3.9% | 38Q | SEC ↗ |
| 7 | VICUS CAPITAL | 259,849 | $23M | +209,505 | +416.1% | 2Q | SEC ↗ |
| 8 | MORGAN STANLEY | 219,372 | $20M | +5,447 | +2.5% | 50Q | SEC ↗ |
| 9 | Sanctuary Advisors, LLC | 184,436 | $17M | +2,166 | +1.2% | 8Q | SEC ↗ |
| 10 | NorthCoast Asset Management LLC | 161,766 | $15M | +101,753 | +169.6% | 9Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 145,719 | $13M | +3,412 | +2.4% | 15Q | SEC ↗ |
| 12 | Independence Financial Advisors, LLC | 136,325 | $12M | +6,012 | +4.6% | 6Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 126,154 | $11M | -3,732 | -2.9% | 47Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 124,721 | $11M | +19,765 | +18.8% | 24Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 123,202 | $11M | -8,273 | -6.3% | 5Q | SEC ↗ |
| 16 | Lifeworks Advisors, LLC | 114,531 | $10M | +2,231 | +2.0% | 19Q | SEC ↗ |
| 17 | Thrivent Financial for Lutherans | 106,256 | $10M | -21,037 | -16.5% | 8Q | SEC ↗ |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 100,169 | $9M | +4,367 | +4.6% | 24Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 99,985 | $9M | +10,840 | +12.2% | 16Q | SEC ↗ |
| 20 | FMR LLC | 92,107 | $8M | +11,158 | +13.8% | 37Q | SEC ↗ |
| 21 | Yoder Wealth Management, Inc. | 79,748 | $7M | +3,589 | +4.7% | 14Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 78,645 | $7M | -14,015 | -15.1% | 40Q | SEC ↗ |
| 23 | Arax Advisory Partners | 74,143 | $7M | +73,557 | +12552.4% | 3Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 73,519 | $7M | +839 | +1.2% | 31Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 72,031 | $7M | +5,040 | +7.5% | 17Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 65,286 | $6M | +7,168 | +12.3% | 26Q | SEC ↗ |
| 27 | Traynor Capital Management, Inc. | 62,990 | $6M | +11 | +0.0% | 47Q | SEC ↗ |
| 28 | Fischer Financial Services, Inc. | 59,946 | $5M | +904 | +1.5% | 7Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 54,756 | $5M | +54,256 | +10851.2% | 15Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 52,193 | $5M | +325 | +0.6% | 14Q | SEC ↗ |
| 31 | BNP PARIBAS FINANCIAL MARKETS NEW | 50,000 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | IHT Wealth Management, LLC | 41,441 | $4M | -2,996 | -6.7% | 6Q | SEC ↗ |
| 33 | PENOBSCOT WEALTH MANAGEMENT | 39,321 | $4M | +1,330 | +3.5% | 10Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 37,534 | $3M | +13,158 | +54.0% | 9Q | SEC ↗ |
| 35 | ATLAS CAPITAL ADVISORS INC. | 36,045 | $3M | -2,123 | -5.6% | 3Q | SEC ↗ |
| 36 | U.S. Capital Wealth Advisors, LLC | 32,752 | $3M | -1,413 | -4.1% | 12Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 32,496 | $3M | -10,478 | -24.4% | 32Q | SEC ↗ |
| 38 | Smith Salley Wealth Management | 30,587 | $3M | -592 | -1.9% | 35Q | SEC ↗ |
| 39 | Arkadios Wealth Advisors | 30,191 | $3M | -55 | -0.2% | 8Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 30,059 | $3M | +20,783 | +224.1% | 7Q | SEC ↗ |
| 41 | Buska Wealth Management, LLC | 29,049 | $3M | -12,601 | -30.3% | 10Q | SEC ↗ |
| 42 | EPG Wealth Management LLC | 28,310 | $3M | -7 | -0.0% | 26Q | SEC ↗ |
| 43 | CITIGROUP INC | 27,488 | $2M | +3,175 | +13.1% | 14Q | SEC ↗ |
| 44 | Clear Creek Financial Management, LLC | 26,946 | $2M | +589 | +2.2% | 2Q | SEC ↗ |
| 45 | LYNCH & ASSOCIATES/IN | 26,515 | $2M | +1,196 | +4.7% | 46Q | SEC ↗ |
| 46 | KDK Private Wealth Management, LLC | 25,867 | $2M | -123 | -0.5% | 7Q | SEC ↗ |
| 47 | Richmond Brothers, Inc. NEW | 25,307 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | HANSEATIC MANAGEMENT SERVICES INC | 22,799 | $2M | -343 | -1.5% | 2Q | SEC ↗ |
| 49 | Fifth Third Securities, Inc. | 21,023 | $2M | +1,749 | +9.1% | 11Q | SEC ↗ |
| 50 | GREAT VALLEY ADVISOR GROUP, INC. | 21,010 | $2M | +1,504 | +7.7% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $5M |
| Richmond Brothers, Inc. | 25,307 | $2M |
| Maxele Advisors, LLC | 18,546 | $2M |
| BLUE JEAN FINANCIAL LLC | 10,095 | $911K |
| Mosley Wealth Management | 9,140 | $825K |
| Tower Research Capital LLC (TRC) | 6,256 | $565K |
| HRT FINANCIAL LP | 6,097 | $550K |
| Aprio Wealth Management, LLC | 5,537 | $500K |
| J.W. COLE ADVISORS, INC. | 4,968 | $449K |
| Madison Wealth Partners, Inc | 4,100 | $370K |
| INTEGRITY ALLIANCE, LLC. | 3,460 | $312K |
| TWO SIGMA SECURITIES, LLC | 3,389 | $306K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,347 | $302K |
| OneAscent Financial Services LLC | 3,275 | $296K |
| FIDUCIARY FINANCIAL ADVISORS | 3,108 | $281K |
| Corient Private Wealth LP | 2,637 | $238K |
| Verity Asset Management, Inc. | 2,379 | $215K |
| Petersen Hastings Wealth Advisors I | 2,259 | $204K |
| Richard C. Young & CO., LTD. | 2,244 | $203K |
| KCM INVESTMENT ADVISORS LLC | 2,165 | $195K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bellwether Advisors, LLC | 192,749 | $17M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 39,640 | $4M |
| Mach-1 Financial Group, LLC | 26,961 | $2M |
| Compound Planning, Inc. | 12,853 | $1M |
| JANE STREET GROUP, LLC | 10,676 | $964K |
| Q3 Asset Management | 9,131 | $824K |
| Private Advisor Group, LLC | 8,359 | $755K |
| Orion Porfolio Solutions, LLC | 6,708 | $606K |
| EVOKE WEALTH, LLC | 3,159 | $285K |
| Foundations Investment Advisors, LL | 2,735 | $247K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,439 | $130K |
| DEUTSCHE BANK AG | 995 | $90K |
| Belvedere Trading LLC | 908 | $82K |
| Keating Financial Advisory Services | 842 | $76K |
| Qube Research & Technologies Ltd | 731 | $66K |
| SIMPLEX TRADING, LLC | 315 | $28K |
| Missouri Trust & Investment Co | 300 | $27K |
| True Wealth Design, LLC | 250 | $23K |
| Bank of New Hampshire | 108 | $10K |
| Truvestments Capital LLC | 79 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VICUS CAPITAL | +209,505 | +416.1% | 259,849 |
| AE Wealth Management LLC | +106,734 | +8.2% | 1,404,619 |
| NorthCoast Asset Management LLC | +101,753 | +169.6% | 161,766 |
| Arax Advisory Partners | +73,557 | +12552.4% | 74,143 |
| BANK OF MONTREAL /CAN | +54,256 | +10851.2% | 54,756 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +52,383 | +5.9% | 942,093 |
| RAYMOND JAMES FINANCIAL INC | +20,783 | +224.1% | 30,059 |
| Kestra Advisory Services, LLC | +19,765 | +18.8% | 124,721 |
| JONES FINANCIAL COMPANIES LLLP | +13,158 | +54.0% | 37,534 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,617 | +3.0% | 400,727 |
| UBS Group AG | +11,361 | +177.3% | 17,767 |
| FMR LLC | +11,158 | +13.8% | 92,107 |
| AMERIPRISE FINANCIAL INC | +10,840 | +12.2% | 99,985 |
| LPL Financial LLC | +10,728 | +3.9% | 285,843 |
| Signal Advisors Wealth, LLC | +8,964 | +336.7% | 11,626 |
| AGF MANAGEMENT LTD | +8,644 | +1.7% | 510,373 |
| OSAIC HOLDINGS, INC. | +7,168 | +12.3% | 65,286 |
| Independence Financial Advisors, LL | +6,012 | +4.6% | 136,325 |
| Meridian Wealth Management, LLC | +5,736 | +52.6% | 16,643 |
| MORGAN STANLEY | +5,447 | +2.5% | 219,372 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -66,004 | -3.8% | 1,672,011 |
| Thrivent Financial for Lutherans | -21,037 | -16.5% | 106,256 |
| ROYAL BANK OF CANADA | -14,015 | -15.1% | 78,645 |
| Buska Wealth Management, LLC | -12,601 | -30.3% | 29,049 |
| TOUNJIAN ADVISORY PARTNERS, LLC | -12,054 | -99.0% | 124 |
| ENVESTNET ASSET MANAGEMENT INC | -10,478 | -24.4% | 32,496 |
| Mariner, LLC | -9,771 | -54.0% | 8,333 |
| Elevated Capital Advisors, LLC | -9,028 | -42.4% | 12,244 |
| MERCER GLOBAL ADVISORS INC /ADV | -8,273 | -6.3% | 123,202 |
| HighTower Advisors, LLC | -5,335 | -64.1% | 2,988 |
| Mutual Advisors, LLC | -4,385 | -30.5% | 10,014 |
| SCS Capital Management LLC | -3,960 | -49.8% | 3,995 |
| WELLS FARGO & COMPANY/MN | -3,732 | -2.9% | 126,154 |
| IHT Wealth Management, LLC | -2,996 | -6.7% | 41,441 |
| Beaumont Financial Advisors, LLC | -2,743 | -14.3% | 16,426 |
| Gateway Wealth Partners, LLC | -2,514 | -49.9% | 2,524 |
| ATLAS CAPITAL ADVISORS INC. | -2,123 | -5.6% | 36,045 |
| Sunbelt Securities, Inc. | -1,947 | -9.8% | 17,923 |
| PKS Advisory Services, LLC | -1,770 | -37.8% | 2,911 |
| U.S. Capital Wealth Advisors, LLC | -1,413 | -4.1% | 32,752 |