Financial Partners Group (Kansas)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Financial Partners Group (Kansas)’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	$296K	Buy	2,975 +5	+0.2%	+$469	0.03%	208
2026 Q1	$257K	Buy	+2,970	New	+$267K	0.03%	198
2020 Q1	–	Sell	-4,884	Closed	-$208K	–	73
2019 Q4	$208K	Sell	4,884 -134	-3%	-$5.5K	0.08%	76
2019 Q3	$200K	Sell	5,018 -6,202	-55%	-$244K	0.09%	77
2019 Q2	$446K	Sell	11,220 -45,943	-80%	-$1.79M	0.21%	47
2019 Q1	$2.18M	Sell	57,163 -22,035	-28%	-$812K	1.18%	23
2018 Q4	$2.6M	Sell	79,198 -8,359	-10%	-$302K	1.69%	20
2018 Q3	$3.52M	Sell	87,557 -8,527	-9%	-$335K	2.3%	15
2018 Q2	$3.56M	Sell	96,084 -2,691	-3%	-$102K	2.61%	12
2018 Q1	$3.74M	Buy	98,775 +78,203	+380%	+$3.07M	2.93%	12
2017 Q4	$796K	Buy	+20,572	New	+$768K	0.63%	36

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

Financial Partners Group (Kansas)'s FIDU Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.17% in Q2 2026, buying an estimated $469 and bringing the position to 2,975 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #208.

Financial Partners Group (Kansas) first reported a position in FIDU in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.74M in Q1 2018. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Financial Partners Group (Kansas) held 2,975 shares of Fidelity MSCI Industrials Index ETF worth $296K as of Q2 2026.
Financial Partners Group (Kansas) bought 5 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $469.
Fidelity MSCI Industrials Index ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #208 holding.
Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and has held it in 11 quarters since.
Financial Partners Group (Kansas)'s Fidelity MSCI Industrials Index ETF position peaked at $3.74M in Q1 2018.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.