Fischer Financial Services
FIDU icon

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
Q3 		$5.56M Buy
62,774
+2,828
+5% +$268K 1.37% 24
2026
Q2 		$5.97M Buy
59,946
+904
+2% +$84.8K 1.5% 22
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

AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Smith Salley Wealth Management
Smith Salley Wealth Management Greensboro, North Carolina $2.42B AUM 30.71% 1-Year Est. Return

Fischer Financial Services's FIDU Position: Q3 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.7% in Q3 2026, buying an estimated $268K and bringing the position to 62,774 shares worth $5.56M. The position accounts for 1.37% of the portfolio, ranked #24.

Fischer Financial Services first reported a position in FIDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.97M in Q2 2026. 118 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Fischer Financial Services held 62,774 shares of Fidelity MSCI Industrials Index ETF worth $5.56M as of Q3 2026.
  • Fischer Financial Services bought 2,828 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $268K.
  • Fidelity MSCI Industrials Index ETF made up 1.37% of Fischer Financial Services's portfolio in Q3 2026, its #24 holding.
  • Fischer Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 8 quarters since.
  • Fischer Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $5.97M in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.