Clearstead Trust’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Clearstead Trust’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	$6.28K	Hold	63	–	–	﹤0.01%	728
2026 Q1	$5.45K	Hold	63	–	–	﹤0.01%	736
2025 Q4	$5.2K	Hold	63	–	–	﹤0.01%	754
2025 Q3	$5.16K	Hold	63	–	–	﹤0.01%	756
2025 Q2	$4.88K	Hold	63	–	–	﹤0.01%	754
2025 Q1	$4.31K	Hold	63	–	–	﹤0.01%	632
2024 Q4	$4.43K	Hold	63	–	–	﹤0.01%	391
2024 Q3	$4.55K	Hold	63	–	–	﹤0.01%	376
2024 Q2	$4.12K	Hold	63	–	–	﹤0.01%	390
2024 Q1	$4.27K	Hold	63	–	–	﹤0.01%	385
2023 Q4	$3.86K	Hold	63	–	–	﹤0.01%	373
2023 Q3	$3.41K	Hold	63	–	–	﹤0.01%	398
2023 Q2	$3.58K	Buy	+63	New	+$3.34K	﹤0.01%	343

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

Clearstead Trust's FIDU Position: Q2 2026 in Review

Clearstead Trust held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 63 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Clearstead Trust 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.

Clearstead Trust held 63 shares of Fidelity MSCI Industrials Index ETF worth $6.28K as of Q2 2026.
Clearstead Trust left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #728 holding.
Clearstead Trust 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 Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.