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Lifeworks Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Lifeworks 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 		$11.4M Buy
114,531
+2,231
+2% +$209K 1.19% 18
2026
Q1 		$9.72M Buy
112,300
+382
+0.3% +$34.4K 1.25% 14
2025
Q4 		$9.23M Buy
111,918
+48,789
+77% +$4M 1.2% 11
2025
Q3 		$5.17M Buy
63,129
+16,716
+36% +$1.34M 0.69% 49
2025
Q2 		$3.6M Sell
46,413
-5,411
-10% -$387K 0.54% 58
2025
Q1 		$3.55M Buy
51,824
+4,276
+9% +$306K 0.59% 44
2024
Q4 		$3.34M Buy
47,548
+12,928
+37% +$953K 0.6% 51
2024
Q3 		$2.5M Sell
34,620
-209
-0.6% -$14.2K 0.49% 63
2024
Q2 		$2.28M Sell
34,829
-3,898
-10% -$258K 0.63% 48
2024
Q1 		$2.63M Buy
38,727
+2,713
+8% +$171K 0.74% 40
2023
Q4 		$2.21M Buy
36,014
+455
+1% +$25.5K 0.76% 39
2023
Q3 		$1.92M Buy
35,559
+744
+2% +$42.3K 0.75% 39
2023
Q2 		$1.98M Sell
34,815
-720
-2% -$38.1K 0.84% 37
2023
Q1 		$1.88M Buy
35,535
+3,994
+13% +$210K 0.89% 37
2022
Q4 		$1.6M Buy
31,541
+270
+0.9% +$13.4K 0.9% 39
2022
Q3 		$1.54M Buy
31,271
+3,342
+12% +$161K 0.88% 36
2022
Q2 		$1.26M Sell
27,929
-55
-0.2% -$2.69K 0.8% 35
2022
Q1 		$1.51M Buy
27,984
+10,701
+62% +$569K 0.99% 27
2021
Q4 		$971K Buy
+17,283
New +$956K 0.77% 39

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

Lifeworks Advisors's FIDU Position: Q2 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2% in Q2 2026, buying an estimated $209K and bringing the position to 114,531 shares worth $11.4M. The position accounts for 1.19% of the portfolio, ranked #18.

Lifeworks Advisors 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.

  • Lifeworks Advisors held 114,531 shares of Fidelity MSCI Industrials Index ETF worth $11.4M as of Q2 2026.
  • Lifeworks Advisors bought 2,231 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $209K.
  • Fidelity MSCI Industrials Index ETF made up 1.19% of Lifeworks Advisors's portfolio in Q2 2026, its #18 holding.
  • Lifeworks Advisors 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 Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.