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AE Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

AE Wealth Management’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 		$140M Buy
1,404,619
+106,734
+8% +$10M 0.65% 32
2026
Q1 		$112M Sell
1,297,885
-9,631
-0.7% -$866K 0.61% 31
2025
Q4 		$108M Buy
1,307,516
+255,717
+24% +$21M 0.62% 29
2025
Q3 		$86.2M Buy
1,051,799
+117,011
+13% +$9.38M 0.55% 39
2025
Q2 		$72.5M Buy
934,788
+10,432
+1% +$746K 0.53% 39
2025
Q1 		$63.3M Buy
924,356
+88,534
+11% +$6.33M 0.53% 39
2024
Q4 		$58.8M Buy
835,822
+91,046
+12% +$6.71M 0.5% 43
2024
Q3 		$53.8M Buy
744,776
+48,802
+7% +$3.32M 0.49% 46
2024
Q2 		$45.5M Buy
695,974
+90,105
+15% +$5.96M 0.46% 48
2024
Q1 		$41.1M Buy
605,869
+34,074
+6% +$2.15M 0.46% 48
2023
Q4 		$34.7M Buy
571,795
+161,897
+39% +$9.07M 0.18% 122
2023
Q3 		$22.2M Buy
409,898
+77,691
+23% +$4.42M 0.13% 175
2023
Q2 		$18.9M Buy
332,207
+88,001
+36% +$4.66M 0.11% 208
2023
Q1 		$12.9M Buy
244,206
+9,079
+4% +$478K 0.08% 290
2022
Q4 		$11.9M Sell
235,127
-2,447
-1% -$121K 0.09% 274
2022
Q3 		$10.4M Buy
+237,574
New +$11.5M 0.08% 255

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's FIDU Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 8.2% in Q2 2026, buying an estimated $10M and bringing the position to 1,404,619 shares worth $140M. The position accounts for 0.65% of the portfolio, ranked #32.

AE Wealth Management first reported a position in FIDU in Q3 2022 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • AE Wealth Management held 1,404,619 shares of Fidelity MSCI Industrials Index ETF worth $140M as of Q2 2026.
  • AE Wealth Management bought 106,734 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $10M.
  • Fidelity MSCI Industrials Index ETF made up 0.65% of AE Wealth Management's portfolio in Q2 2026, its #32 holding.
  • AE Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2022 and has held it in 16 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.