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Essex Financial Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Essex Financial 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 		$1.87M Buy
18,817
+277
+1% +$26K 0.09% 195
2026
Q1 		$1.6M Buy
18,540
+2,249
+14% +$202K 0.09% 198
2025
Q4 		$1.34M Buy
16,291
+1,743
+12% +$143K 0.08% 217
2025
Q3 		$1.19M Buy
14,548
+1,472
+11% +$118K 0.07% 234
2025
Q2 		$1.01M Buy
13,076
+1,246
+11% +$89.2K 0.07% 252
2025
Q1 		$810K Buy
11,830
+233
+2% +$16.7K 0.06% 279
2024
Q4 		$815K Sell
11,597
-31
-0.3% -$2.29K 0.06% 277
2024
Q3 		$848K Buy
11,628
+509
+5% +$34.6K 0.06% 277
2024
Q2 		$738K Sell
11,119
-114
-1% -$7.54K 0.05% 294
2024
Q1 		$762K Buy
11,233
+3,674
+49% +$232K 0.07% 243
2023
Q4 		$463K Sell
7,559
-50
-0.7% -$2.8K 0.05% 320
2023
Q3 		$412K Buy
7,609
+2,225
+41% +$126K 0.05% 316
2023
Q2 		$306K Sell
5,384
-649
-11% -$34.4K 0.03% 365
2023
Q1 		$319K Buy
6,033
+976
+19% +$51.4K 0.03% 366
2022
Q4 		$256K Sell
5,057
-17
-0.3% -$843 0.03% 398
2022
Q3 		$222K Buy
+5,074
New +$245K 0.03% 410
2022
Q2 		– Sell
-5,236
Closed -$282K – 491
2022
Q1 		$282K Buy
+5,236
New +$278K 0.03% 393

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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Essex Financial Services's FIDU Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.5% in Q2 2026, buying an estimated $26K and bringing the position to 18,817 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #195.

Essex Financial Services first reported a position in FIDU in Q1 2022 and has held it in 17 quarters since. 166 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Essex Financial Services held 18,817 shares of Fidelity MSCI Industrials Index ETF worth $1.87M as of Q2 2026.
  • Essex Financial Services bought 277 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $26K.
  • Fidelity MSCI Industrials Index ETF made up 0.09% of Essex Financial Services's portfolio in Q2 2026, its #195 holding.
  • Essex Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and has held it in 17 quarters since.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

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