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 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 $32.7B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return