IBEX Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

IBEX Wealth Advisors’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	$330K	Buy	3,730 +30	+0.8%	+$2.84K	0.03%	186
2026 Q2	$369K	Hold	3,700	–	–	0.03%	175
2026 Q1	$320K	Buy	+3,700	New	+$333K	0.03%	182
2025 Q4	–	Sell	-3,700	Closed	-$303K	–	149
2025 Q3	$303K	Hold	3,700	–	–	0.03%	179
2025 Q2	$287K	Buy	+3,700	New	+$265K	0.03%	172
2021 Q4	–	Sell	-9,204	Closed	-$478K	–	269
2021 Q3	$478K	Buy	9,204 +5,440	+145%	+$295K	0.09%	126
2021 Q2	$204K	Buy	+3,764	New	+$204K	0.04%	171

Other funds holding FIDU

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

IBEX Wealth Advisors's FIDU Position: Q3 2026 in Review

IBEX Wealth Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.81% in Q3 2026, buying an estimated $2.84K and bringing the position to 3,730 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #186.

IBEX Wealth Advisors first reported a position in FIDU in Q2 2021 and has held it in 7 quarters since. The position peaked at $478K in Q3 2021. 177 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

IBEX Wealth Advisors held 3,730 shares of Fidelity MSCI Industrials Index ETF worth $330K as of Q3 2026.
IBEX Wealth Advisors bought 30 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $2.84K.
Fidelity MSCI Industrials Index ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q3 2026, its #186 holding.
IBEX Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and has held it in 7 quarters since.
IBEX Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $478K in Q3 2021.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.