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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AssuredPartners Investment Advisors's FIDU Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q1 2026 at 3,424 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #328.

AssuredPartners Investment Advisors first reported a position in FIDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2024. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • AssuredPartners Investment Advisors held 3,424 shares of Fidelity MSCI Industrials Index ETF worth $302K as of Q1 2026.
  • AssuredPartners Investment Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #328 holding.
  • AssuredPartners Investment Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Fidelity MSCI Industrials Index ETF position peaked at $331K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.