Maltin Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Maltin Wealth Management’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	$487K	Buy	5,496 +6	+0.1%	+$568	0.16%	96
2026 Q2	$547K	Sell	5,490 -220	-4%	-$20.6K	0.18%	87
2026 Q1	$494K	Sell	5,710 -303	-5%	-$27.3K	0.19%	85
2025 Q4	$496K	Sell	6,013 -1,287	-18%	-$106K	0.2%	82
2025 Q3	$598K	Buy	7,300 +13	+0.2%	+$1.04K	0.25%	73
2025 Q2	$565K	Buy	7,287 +108	+2%	+$7.73K	0.25%	74
2025 Q1	$492K	Buy	7,179 +266	+4%	+$19K	0.23%	81
2024 Q4	$486K	Buy	6,913 +19	+0.3%	+$1.4K	0.24%	79
2024 Q3	$498K	Buy	6,894 +11	+0.2%	+$749	0.24%	77
2024 Q2	$450K	Buy	6,883 +11	+0.2%	+$727	0.24%	77
2024 Q1	$466K	Buy	6,872 +10	+0.1%	+$631	0.26%	77
2023 Q4	$420K	Sell	6,862 -1,113	-14%	-$62.3K	0.27%	76
2023 Q3	$432K	Buy	7,975 +858	+12%	+$48.8K	0.3%	75
2023 Q2	$405K	Buy	7,117 +1,038	+17%	+$55K	0.29%	75
2023 Q1	$322K	Buy	6,079 +752	+14%	+$39.6K	0.23%	80
2022 Q4	$270K	Buy	+5,327	New	+$264K	0.2%	88
2020 Q1	–	Sell	-69,367	Closed	-$2.92M	–	90
2019 Q4	$2.92M	Buy	+69,367	New	+$2.85M	1.89%	15

Other funds holding FIDU

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Maltin Wealth Management's FIDU Position: Q3 2026 in Review

Maltin Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.11% in Q3 2026, buying an estimated $568 and bringing the position to 5,496 shares worth $487K. The position accounts for 0.16% of the portfolio, ranked #96.

Maltin Wealth Management first reported a position in FIDU in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.92M in Q4 2019. 22 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Maltin Wealth Management held 5,496 shares of Fidelity MSCI Industrials Index ETF worth $487K as of Q3 2026.
Maltin Wealth Management bought 6 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $568.
Fidelity MSCI Industrials Index ETF made up 0.16% of Maltin Wealth Management's portfolio in Q3 2026, its #96 holding.
Maltin Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and has held it in 17 quarters since.
Maltin Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $2.92M in Q4 2019.
22 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.