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

Bogart Wealth LLC’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	$229K	Hold	2,295	–	–	0.01%	264
2026 Q1	$199K	Hold	2,295	–	–	0.01%	258
2025 Q4	$189K	Hold	2,295	–	–	0.01%	257
2025 Q3	$188K	Hold	2,295	–	–	0.01%	256
2025 Q2	$178K	Hold	2,295	–	–	0.01%	251
2025 Q1	$157K	Hold	2,295	–	–	0.01%	247
2024 Q4	$161K	Hold	2,295	–	–	0.01%	240
2024 Q3	$166K	Hold	2,295	–	–	0.01%	232
2024 Q2	$150K	Hold	2,295	–	–	0.01%	237
2024 Q1	$156K	Hold	2,295	–	–	0.01%	218
2023 Q4	$141K	Hold	2,295	–	–	0.01%	222
2023 Q3	$124K	Buy	2,295 +1,300	+131%	+$73.9K	0.01%	228
2023 Q2	$56.6K	Buy	+995	New	+$52.7K	﹤0.01%	313

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

Bogart Wealth LLC's FIDU Position: Q2 2026 in Review

Bogart Wealth LLC held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 2,295 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #264.

Bogart Wealth LLC first reported a position in FIDU in Q2 2023 and has held it in 13 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Bogart Wealth LLC held 2,295 shares of Fidelity MSCI Industrials Index ETF worth $229K as of Q2 2026.
Bogart Wealth LLC left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #264 holding.
Bogart Wealth LLC first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and has held it in 13 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.