HBW Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

HBW Advisory Services’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	$302K	Buy	3,029 +79	+3%	+$7.41K	0.03%	379
2026 Q1	$255K	Buy	+2,950	New	+$265K	0.03%	380
2025 Q4	–	Sell	-2,807	Closed	-$230K	–	432
2025 Q3	$230K	Buy	2,807 +16	+0.6%	+$1.28K	0.03%	377
2025 Q2	$216K	Buy	+2,791	New	+$200K	0.03%	381
2025 Q1	–	Sell	-7,017	Closed	-$493K	–	402
2024 Q4	$493K	Buy	+7,017	New	+$517K	0.05%	205
2024 Q3	–	Sell	-24,355	Closed	-$1.59M	–	377
2024 Q2	$1.59M	Buy	+24,355	New	+$1.61M	0.26%	101
2022 Q1	–	Sell	-26,318	Closed	-$1.48M	–	239
2021 Q4	$1.48M	Sell	26,318 -2,290	-8%	-$127K	0.34%	76
2021 Q3	$1.48M	Sell	28,608 -7,536	-21%	-$408K	0.38%	72
2021 Q2	$1.96M	Buy	36,144 +747	+2%	+$40.5K	0.52%	60
2021 Q1	$1.84M	Sell	35,397 -102,685	-74%	-$5.04M	0.49%	68
2020 Q4	$6.49M	Buy	138,082 +130,514	+1,725%	+$5.77M	1.97%	6
2020 Q3	$304K	Buy	+7,568	New	+$295K	0.12%	139

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

HBW Advisory Services's FIDU Position: Q2 2026 in Review

HBW Advisory Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.7% in Q2 2026, buying an estimated $7.41K and bringing the position to 3,029 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #379.

HBW Advisory Services first reported a position in FIDU in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.49M in Q4 2020. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

HBW Advisory Services held 3,029 shares of Fidelity MSCI Industrials Index ETF worth $302K as of Q2 2026.
HBW Advisory Services bought 79 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $7.41K.
Fidelity MSCI Industrials Index ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #379 holding.
HBW Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2020 and has held it in 12 quarters since.
HBW Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $6.49M in Q4 2020.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.