Level Four Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Level Four Advisory Services’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	$1.39M	Sell	13,929 -109	-0.8%	-$10.2K	0.04%	376
2026 Q1	$1.21M	Sell	14,038 -176	-1%	-$15.8K	0.04%	385
2025 Q4	$1.17M	Hold	14,214	–	–	0.04%	377
2025 Q3	$1.16M	Hold	14,214	–	–	0.04%	371
2025 Q2	$1.1M	Sell	14,214 -5	-0%	-$358	0.04%	359
2025 Q1	$974K	Buy	14,219 +31	+0.2%	+$2.22K	0.04%	353
2024 Q4	$998K	Buy	14,188 +417	+3%	+$30.7K	0.04%	346
2024 Q3	$984K	Sell	13,771 -467	-3%	-$31.8K	0.04%	356
2024 Q2	$931K	Buy	14,238 +105	+0.7%	+$6.94K	0.04%	350
2024 Q1	$865K	Hold	14,133	–	–	0.05%	326
2023 Q4	$865K	Sell	14,133 -50	-0.4%	-$2.8K	0.05%	323
2023 Q3	$768K	Hold	14,183	–	–	0.05%	343
2023 Q2	$807K	Sell	14,183 -1,370	-9%	-$72.6K	0.05%	338
2023 Q1	$823K	Buy	15,553 +4	+0%	+$211	0.05%	319
2022 Q4	$788K	Buy	15,549 +706	+5%	+$35K	0.06%	299
2022 Q3	$648K	Sell	14,843 -845	-5%	-$40.7K	0.06%	272
2022 Q2	$709K	Hold	15,688	–	–	0.07%	279
2022 Q1	$844K	Buy	15,688 +4,707	+43%	+$250K	0.07%	275
2021 Q4	$617K	Buy	+10,981	New	+$608K	0.05%	338

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

Level Four Advisory Services's FIDU Position: Q2 2026 in Review

Level Four Advisory Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.78% in Q2 2026, selling an estimated $10.2K and leaving 13,929 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #376.

Level Four Advisory Services first reported a position in FIDU in Q4 2021 and has held it in 19 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Level Four Advisory Services held 13,929 shares of Fidelity MSCI Industrials Index ETF worth $1.39M as of Q2 2026.
Level Four Advisory Services sold 109 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $10.2K.
Fidelity MSCI Industrials Index ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #376 holding.
Level Four Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and has held it in 19 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.