Dakota Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Dakota Wealth 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	$211K	Buy	+2,121	New	+$199K	﹤0.01%	746
2019 Q4	–	Sell	-5,403	Closed	-$215K	–	312
2019 Q3	$215K	Buy	+5,403	New	+$213K	0.04%	277
2019 Q2	–	Sell	-5,303	Closed	-$203K	–	292
2019 Q1	$203K	Sell	5,303 -212	-4%	-$7.82K	0.04%	280
2018 Q4	$222K	Hold	5,515	–	–	0.05%	249
2018 Q3	$222K	Buy	+5,515	New	+$216K	0.05%	245

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

Dakota Wealth Management's FIDU Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 2,121 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in FIDU as recently as Q3 2019.

Dakota Wealth Management first reported a position in FIDU in Q3 2018 and has held it in 5 quarters since. The position peaked at $222K in Q4 2018. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Dakota Wealth Management held 2,121 shares of Fidelity MSCI Industrials Index ETF worth $211K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new Dakota Wealth Management position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #746 holding.
Dakota Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2018 and has held it in 5 quarters since.
Dakota Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $222K in Q4 2018.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.