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COMPASS FINANCIAL MANAGEMENT LLC’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$333K Buy
+3,347
New +$314K 0.04% 335

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FIDU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 3,347 shares worth $333K. The stake represents 0.04% of the portfolio and ranks #335 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,347 shares of Fidelity MSCI Industrials Index ETF worth $333K as of Q2 2026.
  • Fidelity MSCI Industrials Index ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #335 holding.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.