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

EPG 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 		$2.82M Sell
28,310
-7
-0% -$657 0.68% 39
2026
Q1 		$2.45M Sell
28,317
-297
-1% -$26.7K 0.66% 41
2025
Q4 		$2.36M Sell
28,614
-247
-0.9% -$20.3K 0.64% 40
2025
Q3 		$2.36M Sell
28,861
-1,645
-5% -$132K 0.65% 39
2025
Q2 		$2.37M Sell
30,506
-226
-0.7% -$16.2K 0.71% 35
2025
Q1 		$2.1M Buy
30,732
+678
+2% +$48.5K 0.59% 37
2024
Q4 		$2.11M Sell
30,054
-1,467
-5% -$108K 0.56% 40
2024
Q3 		$2.27M Buy
+31,521
New +$2.15M 0.57% 39
2024
Q2 		– Sell
-34,796
Closed -$2.3M – 38
2024
Q1 		$2.36M Sell
34,796
-717
-2% -$45.3K 0.58% 37
2023
Q4 		$2.21M Sell
35,513
-2,424
-6% -$136K 0.58% 38
2023
Q3 		$2.05M Buy
37,937
+358
+1% +$20.3K 0.62% 33
2023
Q2 		$2.14M Sell
37,579
-385
-1% -$20.4K 0.63% 35
2023
Q1 		$2.01M Sell
37,964
-256
-0.7% -$13.5K 0.63% 33
2022
Q4 		$1.94M Buy
38,220
+439
+1% +$21.8K 0.74% 28
2022
Q3 		$1.65M Buy
37,781
+992
+3% +$47.8K 0.68% 27
2022
Q2 		$1.66M Sell
36,789
-691
-2% -$33.8K 0.71% 28
2022
Q1 		$2.02M Buy
37,480
+828
+2% +$44K 0.7% 29
2021
Q4 		$2.06M Buy
36,652
+613
+2% +$33.9K 0.72% 29
2021
Q3 		$1.87M Buy
36,039
+995
+3% +$53.9K 0.75% 26
2021
Q2 		$1.9M Buy
35,044
+588
+2% +$31.9K 0.81% 24
2021
Q1 		$1.79M Sell
34,456
-1,704
-5% -$83.6K 0.87% 24
2020
Q4 		$1.7M Buy
36,160
+1,260
+4% +$55.7K 1.02% 21
2020
Q3 		$1.4M Buy
34,900
+2,954
+9% +$115K 1.04% 22
2020
Q2 		$1.15M Buy
31,946
+5,103
+19% +$172K 0.81% 31
2020
Q1 		$817K Buy
+26,843
New +$1.04M 0.6% 41

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

EPG Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.02% in Q2 2026, selling an estimated $657 and leaving 28,310 shares worth $2.82M. The position accounts for 0.68% of the portfolio, ranked #39.

EPG Wealth Management first reported a position in FIDU in Q1 2020 and has held it in 25 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • EPG Wealth Management held 28,310 shares of Fidelity MSCI Industrials Index ETF worth $2.82M as of Q2 2026.
  • EPG Wealth Management sold 7 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $657.
  • Fidelity MSCI Industrials Index ETF made up 0.68% of EPG Wealth Management's portfolio in Q2 2026, its #39 holding.
  • EPG Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 25 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.