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 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 $25.5B 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 $376B 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