Creative Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Creative Planning’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 Q1	$556K	Buy	6,429 +1,755	+38%	+$158K	﹤0.01%	2951
2025 Q4	$386K	Buy	4,674 +1,205	+35%	+$98.9K	﹤0.01%	3054
2025 Q3	$284K	Buy	3,469 +544	+19%	+$43.6K	﹤0.01%	3188
2025 Q2	$227K	Buy	+2,925	New	+$209K	﹤0.01%	3129
2025 Q1	–	Sell	-4,488	Closed	-$316K	–	3554
2024 Q4	$316K	Buy	+4,488	New	+$331K	﹤0.01%	2619
2023 Q4	–	Sell	-120	Closed	-$6.5K	–	2872
2023 Q3	$6.5K	Buy	+120	New	+$6.82K	﹤0.01%	2691
2017 Q1	–	Sell	-210	Closed	-$7K	–	4726
2016 Q4	$7K	Buy	+210	New	+$6.54K	﹤0.01%	3758
2016 Q2	–	Sell	-39	Closed	-$1K	–	4396
2016 Q1	$1K	Buy	+39	New	+$1.03K	﹤0.01%	4109
2015 Q1	–	Sell	-202	Closed	-$6K	–	4275
2014 Q4	$6K	Sell	202 -193	-49%	-$5.41K	﹤0.01%	3396
2014 Q3	$11K	Hold	395	–	–	﹤0.01%	2885
2014 Q2	$11K	Buy	+395	New	+$11K	﹤0.01%	2817

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning's FIDU Position: Q1 2026 in Review

Creative Planning increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 38% in Q1 2026, buying an estimated $158K and bringing the position to 6,429 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Creative Planning first reported a position in FIDU in Q2 2014 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Creative Planning held 6,429 shares of Fidelity MSCI Industrials Index ETF worth $556K as of Q1 2026.
Creative Planning bought 1,755 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $158K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2951 holding.
Creative Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 11 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.