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 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 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

Great Valley Advisor Group's FIDU Position: Q2 2026 in Review

Great Valley Advisor Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 7.7% in Q2 2026, buying an estimated $141K and bringing the position to 21,010 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #390.

Great Valley Advisor Group first reported a position in FIDU in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Great Valley Advisor Group held 21,010 shares of Fidelity MSCI Industrials Index ETF worth $2.09M as of Q2 2026.
Great Valley Advisor Group bought 1,504 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $141K.
Fidelity MSCI Industrials Index ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #390 holding.
Great Valley Advisor Group first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2025 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.