Evoke Wealth
FIDU icon

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

Evoke Wealth’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 		– Sell
-3,159
Closed -$273K – 226
2026
Q1 		$273K Hold
3,159
– – ﹤0.01% 569
2025
Q4 		$261K Buy
+3,159
New +$259K ﹤0.01% 558

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AE Wealth Management
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
AGF Management
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
Vicus Capital
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
Sanctuary Advisors
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

Evoke Wealth's FIDU Position: Q2 2026 in Review

Evoke Wealth sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026, closing a stake of 3,159 shares — an estimated $273K sold.

Evoke Wealth first reported a position in FIDU in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Evoke Wealth reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,159 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $273K.
  • Evoke Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2025 and held it in 2 quarters.
  • Evoke Wealth's Fidelity MSCI Industrials Index ETF position peaked at $273K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.