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Global Retirement Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Global Retirement Partners’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 		$141K Buy
+1,419
New +$133K ﹤0.01% 1812
2025
Q4 		$129K Buy
1,561
+2
+0.1% +$164 ﹤0.01% 1751
2025
Q3 		$128K Buy
1,559
+5
+0.3% +$401 ﹤0.01% 1406
2025
Q2 		$120K Buy
+1,554
New +$111K ﹤0.01% 1335
2024
Q4 		$110K Buy
1,561
+1,558
+51,933% +$115K ﹤0.01% 1225
2024
Q3 		$249 Sell
3
-536
-99% -$36.5K ﹤0.01% 3355
2024
Q2 		$35.2K Sell
539
-64
-11% -$4.23K ﹤0.01% 1714
2024
Q1 		$40.9K Sell
603
-341
-36% -$21.5K ﹤0.01% 1491
2023
Q4 		$56.1K Buy
944
+45
+5% +$2.52K ﹤0.01% 1309
2023
Q3 		$47.9K Sell
899
-2
-0.2% -$114 ﹤0.01% 1295
2023
Q2 		$51.2K Buy
+901
New +$47.7K ﹤0.01% 1262
2019
Q4 		– Sell
-10,232
Closed -$408K – 1644
2019
Q3 		$408K Sell
10,232
-67
-0.7% -$2.64K 0.07% 245
2019
Q2 		$409K Buy
10,299
+2,103
+26% +$81.8K 0.08% 214
2019
Q1 		$313K Sell
8,196
-40,524
-83% -$1.49M 0.08% 223
2018
Q4 		$1.6M Buy
48,720
+394
+0.8% +$14.2K 0.41% 52
2018
Q3 		$1.94M Sell
48,326
-2,127
-4% -$83.5K 0.44% 47
2018
Q2 		$1.87M Buy
50,453
+1,898
+4% +$72.1K 0.47% 45
2018
Q1 		$1.84M Buy
48,555
+15,093
+45% +$592K 0.51% 35
2017
Q4 		$1.29M Buy
33,462
+10,314
+45% +$385K 0.36% 44
2017
Q3 		$846K Buy
23,148
+160
+0.7% +$5.62K 0.35% 50
2017
Q2 		$800K Sell
22,988
-723
-3% -$24.7K 0.38% 50
2017
Q1 		$796K Buy
+23,711
New +$790K 0.45% 37

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Global Retirement Partners's FIDU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 1,419 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FIDU as recently as Q4 2025.

Global Retirement Partners first reported a position in FIDU in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.94M in Q3 2018. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Global Retirement Partners held 1,419 shares of Fidelity MSCI Industrials Index ETF worth $141K as of Q2 2026.
  • Fidelity MSCI Industrials Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1812 holding.
  • Global Retirement Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2017 and has held it in 22 quarters since.
  • Global Retirement Partners's Fidelity MSCI Industrials Index ETF position peaked at $1.94M in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.