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

BIP Wealth’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 		$281K Buy
3,251
+10
+0.3% +$899 0.01% 380
2025
Q4 		$267K Buy
3,241
+5
+0.2% +$410 0.01% 386
2025
Q3 		$265K Buy
3,236
+11
+0.3% +$882 0.01% 254
2025
Q2 		$250K Buy
3,225
+9
+0.3% +$644 0.02% 231
2025
Q1 		$220K Buy
3,216
+10
+0.3% +$715 0.01% 247
2024
Q4 		$225K Hold
3,206
– – 0.02% 238
2024
Q3 		$231K Hold
3,206
– – 0.02% 216
2024
Q2 		$210K Hold
3,206
– – 0.02% 185
2024
Q1 		$217K Buy
+3,206
New +$202K 0.02% 201

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

BIP Wealth's FIDU Position: Q1 2026 in Review

BIP Wealth increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.31% in Q1 2026, buying an estimated $899 and bringing the position to 3,251 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #380.

BIP Wealth first reported a position in FIDU in Q1 2024 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • BIP Wealth held 3,251 shares of Fidelity MSCI Industrials Index ETF worth $281K as of Q1 2026.
  • BIP Wealth bought 10 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $899.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #380 holding.
  • BIP Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and has held it in 9 quarters since.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.