Founders Financial Alliance’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Founders Financial Alliance’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	$274K	Buy	2,752 +3	+0.1%	+$282	0.04%	360
2026 Q1	$238K	Sell	2,749 -136	-5%	-$12.2K	0.04%	354
2025 Q4	$238K	Buy	2,885 +568	+25%	+$46.6K	0.04%	326
2025 Q3	$190K	Buy	+2,317	New	+$186K	0.04%	383
2025 Q2	–	Sell	-1,588	Closed	-$109K	–	565
2025 Q1	$109K	Buy	1,588 +1,487	+1,472%	+$106K	0.03%	378
2024 Q4	$7.07K	Buy	101 +1	+1%	+$74	﹤0.01%	502
2024 Q3	$7.22K	Hold	100	–	–	﹤0.01%	510
2024 Q2	$6.54K	Buy	+100	New	+$6.61K	﹤0.01%	497

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

Founders Financial Alliance's FIDU Position: Q2 2026 in Review

Founders Financial Alliance increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.11% in Q2 2026, buying an estimated $282 and bringing the position to 2,752 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #360.

Founders Financial Alliance first reported a position in FIDU in Q2 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Founders Financial Alliance held 2,752 shares of Fidelity MSCI Industrials Index ETF worth $274K as of Q2 2026.
Founders Financial Alliance bought 3 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $282.
Fidelity MSCI Industrials Index ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #360 holding.
Founders Financial Alliance first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.