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

Kovack 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 Q1	$261K	Buy	2,972 +81	+3%	+$7.29K	0.01%	808
2025 Q4	$238K	Buy	+2,891	New	+$237K	0.01%	869
2020 Q1	–	Sell	-7,316	Closed	-$308K	–	503
2019 Q4	$308K	Sell	7,316 -145	-2%	-$5.95K	0.06%	350
2019 Q3	$297K	Hold	7,461	–	–	0.06%	337
2019 Q2	$297K	Sell	7,461 -656	-8%	-$25.5K	0.07%	308
2019 Q1	$310K	Sell	8,117 -1,765	-18%	-$65.1K	0.08%	285
2018 Q4	$324K	Hold	9,882	–	–	0.09%	240
2018 Q3	$397K	Hold	9,882	–	–	0.1%	243
2018 Q2	$366K	Hold	9,882	–	–	0.1%	228
2018 Q1	$374K	Buy	+9,882	New	+$388K	0.09%	252

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

Kovack Advisors's FIDU Position: Q1 2026 in Review

Kovack Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.8% in Q1 2026, buying an estimated $7.29K and bringing the position to 2,972 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #808.

Kovack Advisors first reported a position in FIDU in Q1 2018 and has held it in 10 quarters since. The position peaked at $397K in Q3 2018. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Kovack Advisors held 2,972 shares of Fidelity MSCI Industrials Index ETF worth $261K as of Q1 2026.
Kovack Advisors bought 81 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $7.29K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #808 holding.
Kovack Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and has held it in 10 quarters since.
Kovack Advisors's Fidelity MSCI Industrials Index ETF position peaked at $397K in Q3 2018.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.