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 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 $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Integrated Wealth Concepts's FIDU Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2026: 7,874 shares worth $681K. The stake represents 0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FIDU as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FIDU in Q3 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Integrated Wealth Concepts held 7,874 shares of Fidelity MSCI Industrials Index ETF worth $681K as of Q1 2026.
Fidelity MSCI Industrials Index ETF was a new Integrated Wealth Concepts position in Q1 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1351 holding.
Integrated Wealth Concepts first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.