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 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 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

Larson Financial Group's FIDU Position: Q1 2026 in Review

Larson Financial Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.31% in Q1 2026, buying an estimated $1.17K and bringing the position to 4,165 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #573.

Larson Financial Group first reported a position in FIDU in Q4 2022 and has held it in 14 quarters since. The position peaked at $366K in Q3 2025. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Larson Financial Group held 4,165 shares of Fidelity MSCI Industrials Index ETF worth $360K as of Q1 2026.
Larson Financial Group bought 13 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $1.17K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #573 holding.
Larson Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's Fidelity MSCI Industrials Index ETF position peaked at $366K in Q3 2025.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.