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Fidelity msci indl indx shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Fidelity msci indl indx (FIDU) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci indl indx held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci indl indx by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 21k 81.94
2025-06-30 $4.1M 53k 77.53
2025-03-31 $3.4M 50k 68.47
2024-12-31 $3.5M 49k 70.31

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Fidelity msci indl indx

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Commonwealth Equity Services
LPL Financial
Mercer Global Advisors
Sanctuary Advisors
Agf Management
Kovitz Investment Group Partners
Full Sail Capital
Independence Financial Advisors
Wells Fargo & Company
Goss Wealth Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Fidelity msci indl indx