Creative Planning
FIDU icon

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
Q2 		$627K Sell
6,292
-137
-2% -$12.9K ﹤0.01% 3013
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Creative Planning's FIDU Position: Q2 2026 in Review

Creative Planning reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.1% in Q2 2026, selling an estimated $12.9K and leaving 6,292 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Creative Planning first reported a position in FIDU in Q2 2014 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Creative Planning held 6,292 shares of Fidelity MSCI Industrials Index ETF worth $627K as of Q2 2026.
  • Creative Planning sold 137 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $12.9K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3013 holding.
  • Creative Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.