Independent Financial Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Independent Financial 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	$204K	Sell	2,050 -600	-23%	-$56.3K	﹤0.01%	1472
2026 Q1	$229K	Sell	2,650 -668	-20%	-$60.1K	0.01%	1312
2025 Q4	$274K	Sell	3,318 -819	-20%	-$67.2K	0.01%	1195
2025 Q3	$339K	Sell	4,137 -57	-1%	-$4.57K	0.01%	1033
2025 Q2	$325K	Buy	+4,194	New	+$300K	0.01%	987

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

Independent Financial Group's FIDU Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 23% in Q2 2026, selling an estimated $56.3K and leaving 2,050 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Independent Financial Group first reported a position in FIDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $339K in Q3 2025. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Independent Financial Group held 2,050 shares of Fidelity MSCI Industrials Index ETF worth $204K as of Q2 2026.
Independent Financial Group sold 600 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $56.3K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1472 holding.
Independent Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and has held it in 5 quarters since.
Independent Financial Group's Fidelity MSCI Industrials Index ETF position peaked at $339K in Q3 2025.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.