Larson Financial Group
FIDU icon

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
Q3 		$397K Buy
4,483
+309
+7% +$29.2K 0.01% 681
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 $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Larson Financial Group's FIDU Position: Q3 2026 in Review

Larson Financial Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 7.4% in Q3 2026, buying an estimated $29.2K and bringing the position to 4,483 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #681.

Larson Financial Group first reported a position in FIDU in Q4 2022 and has held it in 16 quarters since. The position peaked at $416K in Q2 2026. 200 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Larson Financial Group held 4,483 shares of Fidelity MSCI Industrials Index ETF worth $397K as of Q3 2026.
  • Larson Financial Group bought 309 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $29.2K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #681 holding.
  • Larson Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Fidelity MSCI Industrials Index ETF position peaked at $416K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.