Diversify Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Diversify Advisory Services’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	$277K	Sell	2,852 -869	-23%	-$81.5K	﹤0.01%	1081
2026 Q1	$341K	Sell	3,721 -36	-1%	-$3.24K	0.05%	153
2025 Q4	$338K	Sell	3,757 -86	-2%	-$7.06K	0.01%	723
2025 Q3	$318K	Buy	3,843 +638	+20%	+$51.1K	0.01%	702
2025 Q2	$258K	Sell	3,205 -57	-2%	-$4.08K	0.01%	719
2025 Q1	$223K	Sell	3,262 -65	-2%	-$4.65K	0.01%	589
2024 Q4	$233K	Sell	3,327 -187	-5%	-$13.8K	0.01%	551
2024 Q3	$256K	Buy	+3,514	New	+$239K	0.01%	537

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

Diversify Advisory Services's FIDU Position: Q2 2026 in Review

Diversify Advisory Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 23% in Q2 2026, selling an estimated $81.5K and leaving 2,852 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Diversify Advisory Services first reported a position in FIDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $341K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Diversify Advisory Services held 2,852 shares of Fidelity MSCI Industrials Index ETF worth $277K as of Q2 2026.
Diversify Advisory Services sold 869 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $81.5K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1081 holding.
Diversify Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $341K in Q1 2026.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.