KDK Private Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

KDK Private Wealth Management’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	$2.25M	Sell	25,990 -227	-0.9%	-$20.4K	2.06%	9
2025 Q4	$2.16M	Sell	26,217 -212	-0.8%	-$17.4K	1.89%	10
2025 Q3	$2.17M	Sell	26,429 -208	-0.8%	-$16.7K	2.19%	8
2025 Q2	$2.07M	Sell	26,637 -283	-1%	-$20.2K	2.21%	7
2025 Q1	$1.84M	Sell	26,920 -266	-1%	-$19K	2.1%	9
2024 Q4	$1.91M	Buy	+27,186	New	+$2M	1.98%	9

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

KDK Private Wealth Management's FIDU Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.87% in Q1 2026, selling an estimated $20.4K and leaving 25,990 shares worth $2.25M. The position accounts for 2.06% of the portfolio, ranked #9.

KDK Private Wealth Management first reported a position in FIDU in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

KDK Private Wealth Management held 25,990 shares of Fidelity MSCI Industrials Index ETF worth $2.25M as of Q1 2026.
KDK Private Wealth Management sold 227 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $20.4K.
Fidelity MSCI Industrials Index ETF made up 2.06% of KDK Private Wealth Management's portfolio in Q1 2026, its #9 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 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 KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.