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

Fischer 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 Q1	$5.11M	Sell	59,042 -71	-0.1%	-$6.39K	1.72%	22
2025 Q4	$4.88M	Buy	59,113 +1,753	+3%	+$144K	1.29%	26
2025 Q3	$4.7M	Sell	57,360 -1,991	-3%	-$160K	1.27%	24
2025 Q2	$4.6M	Buy	59,351 +238	+0.4%	+$17K	1.35%	24
2025 Q1	$4.05M	Sell	59,113 -147	-0.2%	-$10.5K	1.3%	25
2024 Q4	$4.17M	Buy	+59,260	New	+$4.37M	1.31%	25

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fischer Financial Services's FIDU Position: Q1 2026 in Review

Fischer Financial Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.12% in Q1 2026, selling an estimated $6.39K and leaving 59,042 shares worth $5.11M. The position accounts for 1.72% of the portfolio, ranked #22.

Fischer Financial Services first reported a position in FIDU in Q4 2024 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Fischer Financial Services held 59,042 shares of Fidelity MSCI Industrials Index ETF worth $5.11M as of Q1 2026.
Fischer Financial Services sold 71 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $6.39K.
Fidelity MSCI Industrials Index ETF made up 1.72% of Fischer Financial Services's portfolio in Q1 2026, its #22 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.