Arkadios Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Arkadios Wealth Advisors’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	$3.01M	Sell	30,191 -55	-0.2%	-$5.16K	0.05%	399
2026 Q1	$2.62M	Sell	30,246 -758	-2%	-$68.2K	0.04%	424
2025 Q4	$2.56M	Sell	31,004 -351	-1%	-$28.8K	0.05%	375
2025 Q3	$2.57M	Sell	31,355 -1,580	-5%	-$127K	0.06%	333
2025 Q2	$2.55M	Sell	32,935 -91	-0.3%	-$6.51K	0.08%	281
2025 Q1	$2.26M	Buy	33,026 +28,326	+603%	+$2.02M	0.09%	262
2024 Q4	$330K	Buy	4,700 +1,831	+64%	+$135K	0.02%	690
2024 Q3	$207K	Buy	+2,869	New	+$195K	0.01%	832
2021 Q4	–	Sell	-1,964	Closed	-$101K	–	984
2021 Q3	$101K	Sell	1,964 -16,700	-89%	-$905K	0.01%	683
2021 Q2	$1.01M	Buy	18,664 +150	+0.8%	+$8.13K	0.12%	198
2021 Q1	$964K	Buy	18,514 +55	+0.3%	+$2.7K	0.16%	157
2020 Q4	$867K	Buy	18,459 +15,278	+480%	+$676K	0.18%	124
2020 Q3	$135K	Buy	3,181 +4	+0.1%	+$156	0.07%	240
2020 Q2	$115K	Buy	3,177 +294	+10%	+$9.9K	0.06%	235
2020 Q1	$87.8K	Buy	2,883 +1,608	+126%	+$62.5K	0.06%	251
2019 Q4	$55.7K	Buy	+1,275	New	+$52.3K	0.03%	302

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

Arkadios Wealth Advisors's FIDU Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.18% in Q2 2026, selling an estimated $5.16K and leaving 30,191 shares worth $3.01M. The position accounts for 0.05% of the portfolio, ranked #399.

Arkadios Wealth Advisors first reported a position in FIDU in Q4 2019 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Arkadios Wealth Advisors held 30,191 shares of Fidelity MSCI Industrials Index ETF worth $3.01M as of Q2 2026.
Arkadios Wealth Advisors sold 55 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $5.16K.
Fidelity MSCI Industrials Index ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #399 holding.
Arkadios Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.