Compass Financial Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Compass Financial Management’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 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

Compass Financial Management's FIDU Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #335 holding.
232 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.