Great Valley Advisor Group
FIDU icon

Great Valley Advisor Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Great Valley Advisor Group’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 		$1.74M Sell
19,663
-1,347
-6% -$127K 0.03% 475
2026
Q2 		$2.09M Buy
21,010
+1,504
+8% +$141K 0.03% 390
2026
Q1 		$1.69M Buy
19,506
+1,653
+9% +$149K 0.03% 409
2025
Q4 		$1.47M Sell
17,853
-1,000
-5% -$82.1K 0.03% 414
2025
Q3 		$1.54M Buy
+18,853
New +$1.51M 0.03% 390

Other funds holding FIDU

Lido Advisors
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AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 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

Great Valley Advisor Group's FIDU Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.4% in Q3 2026, selling an estimated $127K and leaving 19,663 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #475.

Great Valley Advisor Group first reported a position in FIDU in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q2 2026. 217 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Great Valley Advisor Group held 19,663 shares of Fidelity MSCI Industrials Index ETF worth $1.74M as of Q3 2026.
  • Great Valley Advisor Group sold 1,347 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $127K.
  • Fidelity MSCI Industrials Index ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q3 2026, its #475 holding.
  • Great Valley Advisor Group first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's Fidelity MSCI Industrials Index ETF position peaked at $2.09M in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.