BFC Planning, Inc.’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BFC Planning, Inc.’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	$474K	Buy	4,755 +1,321	+38%	+$124K	0.02%	621
2026 Q1	$297K	Buy	3,434 +27	+0.8%	+$2.43K	0.01%	739
2025 Q4	$281K	Sell	3,407 -22	-0.6%	-$1.8K	0.01%	742
2025 Q3	$281K	Sell	3,429 -53	-2%	-$4.25K	0.02%	549
2025 Q2	$270K	Buy	3,482 +38	+1%	+$2.72K	0.02%	520
2025 Q1	$236K	Sell	3,444 -1	-0%	-$71	0.02%	547
2024 Q4	$242K	Buy	+3,445	New	+$254K	0.02%	543

Other funds holding FIDU

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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 $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 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

BFC Planning, Inc.'s FIDU Position: Q2 2026 in Review

BFC Planning, Inc. increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 38% in Q2 2026, buying an estimated $124K and bringing the position to 4,755 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #621.

BFC Planning, Inc. first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

BFC Planning, Inc. held 4,755 shares of Fidelity MSCI Industrials Index ETF worth $474K as of Q2 2026.
BFC Planning, Inc. bought 1,321 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $124K.
Fidelity MSCI Industrials Index ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #621 holding.
BFC Planning, Inc. first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
241 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.