Independence Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Independence Financial 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 Q2	$13.6M	Buy	136,325 +6,012	+5%	+$564K	3.52%	9
2026 Q1	$11.3M	Sell	130,313 -6,390	-5%	-$575K	3.38%	14
2025 Q4	$11.3M	Buy	136,703 +3,976	+3%	+$326K	3.1%	14
2025 Q3	$10.9M	Buy	132,727 +48,777	+58%	+$3.91M	3.31%	15
2025 Q2	$6.51M	Sell	83,950 -4,281	-5%	-$306K	2.53%	16
2025 Q1	$6.04M	Buy	+88,231	New	+$6.31M	2.3%	15

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

Independence Financial Advisors's FIDU Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.6% in Q2 2026, buying an estimated $564K and bringing the position to 136,325 shares worth $13.6M. The position accounts for 3.52% of the portfolio, ranked #9.

Independence Financial Advisors first reported a position in FIDU in Q1 2025 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Independence Financial Advisors held 136,325 shares of Fidelity MSCI Industrials Index ETF worth $13.6M as of Q2 2026.
Independence Financial Advisors bought 6,012 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $564K.
Fidelity MSCI Industrials Index ETF made up 3.52% of Independence Financial Advisors's portfolio in Q2 2026, its #9 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2025 and has held it in 6 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.