Action Point Financial Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Action Point Financial Planning’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Buy	+3,108	New	+$292K	0.03%	351

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Action Point Financial Planning's FIDU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 3,108 shares worth $309K. The stake represents 0.03% of the portfolio and ranks #351 among its holdings.

240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Action Point Financial Planning held 3,108 shares of Fidelity MSCI Industrials Index ETF worth $309K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #351 holding.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.