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

Kestra Private Wealth 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 		$9.98M Buy
100,169
+4,367
+5% +$410K 0.11% 205
2026
Q1 		$8.29M Buy
95,802
+62,098
+184% +$5.59M 0.1% 225
2025
Q4 		$2.78M Sell
33,704
-661
-2% -$54.2K 0.03% 445
2025
Q3 		$2.82M Buy
34,365
+4,353
+15% +$349K 0.04% 433
2025
Q2 		$2.33M Buy
30,012
+1,028
+4% +$73.6K 0.03% 457
2025
Q1 		$1.98M Buy
28,984
+867
+3% +$62K 0.03% 458
2024
Q4 		$1.98M Buy
28,117
+195
+0.7% +$14.4K 0.03% 437
2024
Q3 		$2.02M Buy
27,922
+1,779
+7% +$121K 0.04% 416
2024
Q2 		$1.71M Sell
26,143
-441
-2% -$29.2K 0.03% 431
2024
Q1 		$1.8M Buy
26,584
+514
+2% +$32.4K 0.04% 398
2023
Q4 		$1.6M Buy
26,070
+1,118
+4% +$62.6K 0.04% 402
2023
Q3 		$1.35M Buy
24,952
+804
+3% +$45.7K 0.04% 390
2023
Q2 		$1.37M Buy
24,148
+1,648
+7% +$87.3K 0.05% 370
2023
Q1 		$1.19M Sell
22,500
-1,795
-7% -$94.5K 0.05% 372
2022
Q4 		$1.23M Buy
24,295
+201
+0.8% +$9.97K 0.06% 325
2022
Q3 		$1.05M Buy
24,094
+1,124
+5% +$54.2K 0.06% 324
2022
Q2 		$1.04M Sell
22,970
-2,945
-11% -$144K 0.06% 341
2022
Q1 		$1.39M Buy
25,915
+1,523
+6% +$81K 0.07% 302
2021
Q4 		$1.37M Buy
24,392
+2,305
+10% +$128K 0.07% 311
2021
Q3 		$1.15M Buy
22,087
+3,371
+18% +$183K 0.06% 320
2021
Q2 		$1.01M Buy
18,716
+844
+5% +$45.7K 0.06% 323
2021
Q1 		$931K Buy
17,872
+1,230
+7% +$60.4K 0.06% 302
2020
Q4 		$778K Buy
16,642
+7,202
+76% +$318K 0.06% 330
2020
Q3 		$379K Buy
+9,440
New +$368K 0.03% 443

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Kestra Private Wealth Services's FIDU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.6% in Q2 2026, buying an estimated $410K and bringing the position to 100,169 shares worth $9.98M. The position accounts for 0.11% of the portfolio, ranked #205.

Kestra Private Wealth 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 Private Wealth Services held 100,169 shares of Fidelity MSCI Industrials Index ETF worth $9.98M as of Q2 2026.
  • Kestra Private Wealth Services bought 4,367 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $410K.
  • Fidelity MSCI Industrials Index ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #205 holding.
  • Kestra Private Wealth 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.