FIDU — Fidelity MSCI Industrials Index

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Fidelity MSCI Industrials Index (FIDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,858 -694 -15.2% 0.00% $316K $81.55
2025 Q2 ADDED 4,552 +817 +21.9% 0.00% $353K $76.90
2025 Q1 ADDED 3,735 +410 +12.3% 0.00% $256K $67.72
2024 Q4 ADDED 3,325 +401 +13.7% 0.00% $234K $69.33
2024 Q3 INITIATED 2,924 — — 0.00% $211K $70.78
% of Fund (quarterly)    FIDU price (monthly, adj. close)

Other funds also holding FIDU

As of 2025 Q4 — sorted by position size

Yoder Wealth Management, Inc. 2.8% Bellwether Advisors, LLC 3Y 2.54% Buska Wealth Management, LLC 1.74% Fischer Financial Services, Inc. 1.29% Lifeworks Advisors, LLC 3Y 1.2% PENOBSCOT WEALTH MANAGEMENT 3Y 0.9% EPG Wealth Management LLC 3Y 0.64% AE Wealth Management LLC 3Y 7Y 0.62% Trail Ridge Investment Advisors, LLC 3Y 0.61% Elevated Capital Advisors, LLC 3Y 0.55%
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