DHJJ Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

DHJJ Financial Advisors’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	$5.88K	Hold	68	–	–	﹤0.01%	644
2025 Q4	$5.59K	Hold	68	–	–	﹤0.01%	619
2025 Q3	$5.54K	Buy	68 +1	+1%	+$80	﹤0.01%	603
2025 Q2	$5.22K	Buy	67 +22	+49%	+$1.57K	﹤0.01%	599
2025 Q1	$3.09K	Buy	45 +41	+1,025%	+$2.93K	﹤0.01%	611
2024 Q4	$285	Hold	4	–	–	﹤0.01%	783
2024 Q3	$291	Hold	4	–	–	﹤0.01%	760
2024 Q2	$263	Hold	4	–	–	﹤0.01%	716
2024 Q1	$272	Buy	+4	New	+$253	﹤0.01%	705

Other funds holding FIDU

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

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

LPL Financial San Diego, California $376B 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

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

Mercer Global Advisors

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