CA
FIDU icon

Crumly & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Crumly & Associates’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 		$416K Hold
4,175
– – 0.08% 134
2026
Q1 		$361K Hold
4,175
– – 0.08% 139
2025
Q4 		$344K Hold
4,175
– – 0.07% 144
2025
Q3 		$342K Hold
4,175
– – 0.07% 138
2025
Q2 		$324K Hold
4,175
– – 0.08% 125
2025
Q1 		$286K Hold
4,175
– – 0.08% 132
2024
Q4 		$294K Hold
4,175
– – 0.08% 123
2024
Q3 		$301K Hold
4,175
– – 0.08% 122
2024
Q2 		$273K Hold
4,175
– – 0.08% 124
2024
Q1 		$283K Hold
4,175
– – 0.07% 122
2023
Q4 		$256K Hold
4,175
– – 0.07% 119
2023
Q3 		$226K Hold
4,175
– – 0.09% 108
2023
Q2 		$237K Sell
4,175
-433
-9% -$22.9K 0.1% 109
2023
Q1 		$244K Hold
4,608
– – 0.11% 99
2022
Q4 		$234K Hold
4,608
– – 0.09% 91
2022
Q3 		$201K Hold
4,608
– – 0.08% 103
2022
Q2 		$208K Sell
4,608
-27,671
-86% -$1.35M 0.09% 103
2022
Q1 		$1.74M Sell
32,279
-8,575
-21% -$456K 0.65% 30
2021
Q4 		$2.15M Sell
40,854
-38,760
-49% -$2.14M 0.85% 29
2021
Q3 		$4.13M Buy
79,614
+4,612
+6% +$250K 1.92% 16
2021
Q2 		$4.07M Buy
75,002
+19,909
+36% +$1.08M 1.97% 17
2021
Q1 		$2.87M Buy
55,093
+36,227
+192% +$1.78M 1.68% 20
2020
Q4 		$904K Buy
18,866
+11,282
+149% +$499K 0.63% 31
2020
Q3 		$304K Sell
7,584
-1,379
-15% -$53.8K 0.26% 38
2020
Q2 		$322K Sell
8,963
-1,697
-16% -$57.2K 0.3% 35
2020
Q1 		$324K Buy
+10,660
New +$414K 0.4% 32

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

Crumly & Associates's FIDU Position: Q2 2026 in Review

Crumly & Associates held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 4,175 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #134.

Crumly & Associates first reported a position in FIDU in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.13M in Q3 2021. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Crumly & Associates held 4,175 shares of Fidelity MSCI Industrials Index ETF worth $416K as of Q2 2026.
  • Crumly & Associates left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.08% of Crumly & Associates's portfolio in Q2 2026, its #134 holding.
  • Crumly & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 26 quarters since.
  • Crumly & Associates's Fidelity MSCI Industrials Index ETF position peaked at $4.13M in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.