Jones Financial Companies’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Jones Financial Companies’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	$3.65M	Buy	37,534 +13,158	+54%	+$1.23M	﹤0.01%	1328
2026 Q1	$2.08M	Buy	24,376 +10,200	+72%	+$917K	﹤0.01%	1418
2025 Q4	$1.17M	Buy	14,176 +3,360	+31%	+$276K	﹤0.01%	1168
2025 Q3	$876K	Buy	10,816 +2,183	+25%	+$175K	﹤0.01%	1182
2025 Q2	$667K	Buy	8,633 +1,613	+23%	+$115K	﹤0.01%	1169
2025 Q1	$479K	Buy	7,020 +2,770	+65%	+$198K	﹤0.01%	1145
2024 Q4	$299K	Buy	4,250 +2,883	+211%	+$213K	﹤0.01%	1181
2024 Q3	$98.3K	Buy	1,367 +436	+47%	+$29.7K	﹤0.01%	1409
2024 Q2	$60.9K	Buy	+931	New	+$61.6K	﹤0.01%	1181

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

Jones Financial Companies's FIDU Position: Q2 2026 in Review

Jones Financial Companies increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 54% in Q2 2026, buying an estimated $1.23M and bringing the position to 37,534 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Jones Financial Companies first reported a position in FIDU in Q2 2024 and has held it in 9 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Jones Financial Companies held 37,534 shares of Fidelity MSCI Industrials Index ETF worth $3.65M as of Q2 2026.
Jones Financial Companies bought 13,158 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $1.23M.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1328 holding.
Jones Financial Companies first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 9 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.