AssuredPartners Investment Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

AssuredPartners Investment 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	$341K	Hold	3,424	–	–	0.03%	321
2026 Q1	$302K	Hold	3,424	–	–	0.03%	328
2025 Q4	$282K	Hold	3,424	–	–	0.04%	283
2025 Q3	$281K	Hold	3,424	–	–	0.06%	216
2025 Q2	$265K	Sell	3,424 -1,189	-26%	-$85.1K	0.06%	204
2025 Q1	$316K	Sell	4,613 -101	-2%	-$7.22K	0.06%	265
2024 Q4	$331K	Buy	+4,714	New	+$347K	0.06%	263

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

AssuredPartners Investment Advisors's FIDU Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 3,424 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #321.

AssuredPartners Investment Advisors first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

AssuredPartners Investment Advisors held 3,424 shares of Fidelity MSCI Industrials Index ETF worth $341K as of Q2 2026.
AssuredPartners Investment Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #321 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.