Integrated Wealth Concepts’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Integrated Wealth Concepts’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	$733K	Sell	7,362 -512	-7%	-$48K	﹤0.01%	1423
2026 Q1	$681K	Buy	+7,874	New	+$708K	0.01%	1351
2025 Q4	–	Sell	-3,858	Closed	-$316K	–	1770
2025 Q3	$316K	Sell	3,858 -694	-15%	-$55.6K	﹤0.01%	1598
2025 Q2	$353K	Buy	4,552 +817	+22%	+$58.5K	﹤0.01%	1475
2025 Q1	$256K	Buy	3,735 +410	+12%	+$29.3K	﹤0.01%	1495
2024 Q4	$234K	Buy	3,325 +401	+14%	+$29.6K	﹤0.01%	1518
2024 Q3	$211K	Buy	+2,924	New	+$199K	﹤0.01%	1535

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

Integrated Wealth Concepts's FIDU Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.5% in Q2 2026, selling an estimated $48K and leaving 7,362 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Integrated Wealth Concepts first reported a position in FIDU in Q3 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Integrated Wealth Concepts held 7,362 shares of Fidelity MSCI Industrials Index ETF worth $733K as of Q2 2026.
Integrated Wealth Concepts sold 512 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $48K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1423 holding.
Integrated Wealth Concepts first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.