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Kingswood Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kingswood Wealth Advisors’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 		$353K Sell
3,545
-611
-15% -$57.3K 0.01% 718
2026
Q1 		$360K Buy
+4,156
New +$374K 0.02% 654

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

Kingswood Wealth Advisors's FIDU Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 15% in Q2 2026, selling an estimated $57.3K and leaving 3,545 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #718.

Kingswood Wealth Advisors first reported a position in FIDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $360K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Kingswood Wealth Advisors held 3,545 shares of Fidelity MSCI Industrials Index ETF worth $353K as of Q2 2026.
  • Kingswood Wealth Advisors sold 611 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $57.3K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #718 holding.
  • Kingswood Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $360K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.