Kestra Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kestra Advisory Services’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	$12.4M	Buy	124,721 +19,765	+19%	+$1.85M	0.04%	450
2026 Q1	$9.08M	Buy	104,956 +19,785	+23%	+$1.78M	0.03%	500
2025 Q4	$7.02M	Buy	85,171 +7,781	+10%	+$639K	0.03%	560
2025 Q3	$6.34M	Buy	77,390 +1,491	+2%	+$120K	0.03%	565
2025 Q2	$5.88M	Buy	75,899 +961	+1%	+$68.8K	0.03%	564
2025 Q1	$5.13M	Buy	74,938 +22,078	+42%	+$1.58M	0.02%	570
2024 Q4	$3.72M	Buy	52,860 +10,744	+26%	+$792K	0.02%	701
2024 Q3	$3.04M	Sell	42,116 -6,758	-14%	-$460K	0.02%	769
2024 Q2	$3.11M	Buy	48,874 +5,992	+14%	+$396K	0.02%	764
2024 Q1	$2.91M	Buy	42,882 +3,823	+10%	+$241K	0.02%	721
2023 Q4	$2.39M	Buy	39,059 +15	+0%	+$840	0.02%	721
2023 Q3	$2.11M	Buy	39,044 +2,456	+7%	+$140K	0.02%	666
2023 Q2	$2.08M	Buy	36,588 +13,392	+58%	+$710K	0.02%	655
2023 Q1	$1.23M	Sell	23,196 -29,285	-56%	-$1.54M	0.01%	848
2022 Q4	$2.66M	Sell	52,481 -3,664	-7%	-$182K	0.02%	633
2022 Q3	$2.45M	Buy	56,145 +3,275	+6%	+$158K	0.03%	594
2022 Q2	$2.39M	Sell	52,870 -14,401	-21%	-$704K	0.02%	609
2022 Q1	$3.62M	Sell	67,271 -6,874	-9%	-$366K	0.04%	466
2021 Q4	$4.17M	Sell	74,145 -2,695	-4%	-$149K	0.04%	422
2021 Q3	$3.99M	Sell	76,840 -100,549	-57%	-$5.45M	0.04%	467
2021 Q2	$9.62M	Buy	177,389 +7,044	+4%	+$382K	0.11%	210
2021 Q1	$8.87M	Sell	170,345 -64,416	-27%	-$3.16M	0.11%	206
2020 Q4	$11M	Buy	234,761 +191,826	+447%	+$8.48M	0.13%	189
2020 Q3	$1.72M	Buy	+42,935	New	+$1.67M	0.03%	466

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

Kestra Advisory Services's FIDU Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 19% in Q2 2026, buying an estimated $1.85M and bringing the position to 124,721 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #450.

Kestra Advisory Services first reported a position in FIDU in Q3 2020 and has held it in 24 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Kestra Advisory Services held 124,721 shares of Fidelity MSCI Industrials Index ETF worth $12.4M as of Q2 2026.
Kestra Advisory Services bought 19,765 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $1.85M.
Fidelity MSCI Industrials Index ETF made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #450 holding.
Kestra Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2020 and has held it in 24 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.