Merit Financial Group
FIDU icon

Merit Financial Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Merit 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
Q3 		$1.61M Buy
18,138
+2,337
+15% +$221K 0.01% 899
2026
Q2 		$1.57M Sell
15,801
-228
-1% -$21.4K 0.01% 855
2026
Q1 		$1.39M Buy
+16,029
New +$1.44M 0.01% 843

Other funds holding FIDU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Merit Financial Group's FIDU Position: Q3 2026 in Review

Merit Financial Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 15% in Q3 2026, buying an estimated $221K and bringing the position to 18,138 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #899.

Merit Financial Group first reported a position in FIDU in Q1 2026 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Merit Financial Group held 18,138 shares of Fidelity MSCI Industrials Index ETF worth $1.61M as of Q3 2026.
  • Merit Financial Group bought 2,337 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $221K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #899 holding.
  • Merit Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.