Congress Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Congress Asset 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 Q3	$208K	Buy	+2,343	New	+$222K	﹤0.01%	391

Other funds holding FIDU

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Congress Asset Management's FIDU Position: Q3 2026 in Review

Congress Asset Management opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2026: 2,343 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

12 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Congress Asset Management held 2,343 shares of Fidelity MSCI Industrials Index ETF worth $208K as of Q3 2026.
Fidelity MSCI Industrials Index ETF was a new Congress Asset Management position in Q3 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #391 holding.
12 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.