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

Diversify 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	$277K	Sell	2,852 -994	-26%	-$93.3K	﹤0.01%	1081
2026 Q1	$353K	Buy	+3,846	New	+$346K	0.01%	909

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 Wealth Management's FIDU Position: Q2 2026 in Review

Diversify Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 26% in Q2 2026, selling an estimated $93.3K and leaving 2,852 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Diversify Wealth Management first reported a position in FIDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $353K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Diversify Wealth Management held 2,852 shares of Fidelity MSCI Industrials Index ETF worth $277K as of Q2 2026.
Diversify Wealth Management sold 994 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $93.3K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1081 holding.
Diversify Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $353K in Q1 2026.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.