MWM
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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
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

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

Maltin Wealth Management's FIDU Position: Q2 2026 in Review

Maltin Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.9% in Q2 2026, selling an estimated $20.6K and leaving 5,490 shares worth $547K. The position accounts for 0.18% of the portfolio, ranked #87.

Maltin Wealth Management first reported a position in FIDU in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.92M in Q4 2019. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Maltin Wealth Management held 5,490 shares of Fidelity MSCI Industrials Index ETF worth $547K as of Q2 2026.
  • Maltin Wealth Management sold 220 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $20.6K.
  • Fidelity MSCI Industrials Index ETF made up 0.18% of Maltin Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Maltin Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and has held it in 16 quarters since.
  • Maltin Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $2.92M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.