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

Modern 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	$1.24M	Sell	12,471 -124	-1%	-$11.6K	0.01%	472
2026 Q1	$1.11M	Sell	12,595 -2,180	-15%	-$196K	0.02%	400
2025 Q4	$1.22M	Sell	14,775 -6,603	-31%	-$542K	0.02%	368
2025 Q3	$1.75M	Sell	21,378 -31,603	-60%	-$2.53M	0.03%	297
2025 Q2	$4.11M	Buy	52,981 +3,183	+6%	+$228K	0.1%	181
2025 Q1	$3.41M	Buy	49,798 +632	+1%	+$45.2K	0.11%	160
2024 Q4	$3.46M	Buy	+49,166	New	+$3.62M	0.13%	137

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

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

Modern Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.98% in Q2 2026, selling an estimated $11.6K and leaving 12,471 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #472.

Modern Wealth Management first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.11M in Q2 2025. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Modern Wealth Management held 12,471 shares of Fidelity MSCI Industrials Index ETF worth $1.24M as of Q2 2026.
Modern Wealth Management sold 124 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $11.6K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #472 holding.
Modern Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $4.11M in Q2 2025.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.