Birchbrook’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Birchbrook’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	$2.19K	Buy	+22	New	+$2.06K	﹤0.01%	264

Other funds holding FIDU

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Birchbrook's FIDU Position: Q2 2026 in Review

Birchbrook opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 22 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

99 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Birchbrook held 22 shares of Fidelity MSCI Industrials Index ETF worth $2.19K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new Birchbrook position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #264 holding.
99 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.