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 Q2	$276K	Sell	2,807 -165	-6%	-$15.5K	0.01%	836
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 $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

Kovack Advisors's FIDU Position: Q2 2026 in Review

Kovack Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 5.6% in Q2 2026, selling an estimated $15.5K and leaving 2,807 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #836.

Kovack Advisors first reported a position in FIDU in Q1 2018 and has held it in 11 quarters since. The position peaked at $397K in Q3 2018. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Kovack Advisors held 2,807 shares of Fidelity MSCI Industrials Index ETF worth $276K as of Q2 2026.
Kovack Advisors sold 165 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $15.5K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #836 holding.
Kovack Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and has held it in 11 quarters since.
Kovack Advisors's Fidelity MSCI Industrials Index ETF position peaked at $397K in Q3 2018.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.