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Larson Financial Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Larson Financial Group’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 		$416K Buy
4,174
+9
+0.2% +$845 0.01% 611
2026
Q1 		$360K Buy
4,165
+13
+0.3% +$1.17K 0.01% 573
2025
Q4 		$342K Sell
4,152
-315
-7% -$25.9K 0.01% 572
2025
Q3 		$366K Buy
4,467
+336
+8% +$26.9K 0.01% 555
2025
Q2 		$320K Buy
4,131
+12
+0.3% +$859 0.01% 549
2025
Q1 		$282K Buy
4,119
+12
+0.3% +$858 0.01% 547
2024
Q4 		$289K Buy
4,107
+22
+0.5% +$1.62K 0.01% 489
2024
Q3 		$295K Buy
4,085
+12
+0.3% +$817 0.02% 473
2024
Q2 		$266K Buy
4,073
+13
+0.3% +$860 0.02% 392
2024
Q1 		$275K Sell
4,060
-56
-1% -$3.54K 0.02% 324
2023
Q4 		$252K Buy
4,116
+86
+2% +$4.82K 0.02% 300
2023
Q3 		$218K Buy
4,030
+15
+0.4% +$853 0.02% 305
2023
Q2 		$228K Buy
4,015
+15
+0.4% +$795 0.02% 300
2023
Q1 		$212K Hold
4,000
– – 0.02% 303
2022
Q4 		$203K Buy
+4,000
New +$198K 0.02% 301

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

Larson Financial Group's FIDU Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.22% in Q2 2026, buying an estimated $845 and bringing the position to 4,174 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #611.

Larson Financial Group first reported a position in FIDU in Q4 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Larson Financial Group held 4,174 shares of Fidelity MSCI Industrials Index ETF worth $416K as of Q2 2026.
  • Larson Financial Group bought 9 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $845.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #611 holding.
  • Larson Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.