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

AGF 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 		$50.8M Buy
510,373
+8,644
+2% +$811K 0.2% 116
2026
Q1 		$43.4M Buy
501,729
+2,726
+0.5% +$245K 0.19% 117
2025
Q4 		$41.2M Buy
499,003
+354,810
+246% +$29.1M 0.18% 114
2025
Q3 		$11.8M Sell
144,193
-143,718
-50% -$11.5M 0.05% 202
2025
Q2 		$22.3M Buy
287,911
+4,250
+1% +$304K 0.1% 145
2025
Q1 		$19.4M Buy
283,661
+146,875
+107% +$10.5M 0.1% 149
2024
Q4 		$9.62M Sell
136,786
-231,301
-63% -$17M 0.05% 211
2024
Q3 		$26.6M Buy
368,087
+193,938
+111% +$13.2M 0.13% 142
2024
Q2 		$11.4M Buy
174,149
+27,030
+18% +$1.79M 0.06% 192
2024
Q1 		$9.98M Buy
147,119
+86,689
+143% +$5.47M 0.06% 211
2023
Q4 		$3.7M Buy
60,430
+17,908
+42% +$1M 0.02% 305
2023
Q3 		$2.3M Sell
42,522
-18,956
-31% -$1.08M 0.02% 465
2023
Q2 		$3.5M Buy
61,478
+21,571
+54% +$1.14M 0.03% 375
2023
Q1 		$2.11M Buy
39,907
+24,024
+151% +$1.26M 0.01% 491
2022
Q4 		$805K Buy
+15,883
New +$788K 0.01% 628

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

AGF Management's FIDU Position: Q2 2026 in Review

AGF Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.7% in Q2 2026, buying an estimated $811K and bringing the position to 510,373 shares worth $50.8M. The position accounts for 0.2% of the portfolio, ranked #116.

AGF Management first reported a position in FIDU in Q4 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • AGF Management held 510,373 shares of Fidelity MSCI Industrials Index ETF worth $50.8M as of Q2 2026.
  • AGF Management bought 8,644 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $811K.
  • Fidelity MSCI Industrials Index ETF made up 0.2% of AGF Management's portfolio in Q2 2026, its #116 holding.
  • AGF Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.