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 Q2	$9.74K	Buy	98 +30	+44%	+$2.81K	﹤0.01%	615
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 $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

DHJJ Financial Advisors's FIDU Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 44% in Q2 2026, buying an estimated $2.81K and bringing the position to 98 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

DHJJ Financial Advisors first reported a position in FIDU in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

DHJJ Financial Advisors held 98 shares of Fidelity MSCI Industrials Index ETF worth $9.74K as of Q2 2026.
DHJJ Financial Advisors bought 30 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $2.81K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #615 holding.
DHJJ Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.