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

Monte 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 Q1	$328K	Buy	3,787 +311	+9%	+$28K	0.12%	88
2025 Q4	$287K	Buy	3,476 +105	+3%	+$8.62K	0.11%	85
2025 Q3	$276K	Sell	3,371 -71	-2%	-$5.69K	0.1%	86
2025 Q2	$267K	Sell	3,442 -60	-2%	-$4.29K	0.1%	86
2025 Q1	$230K	Buy	+3,502	New	+$250K	0.1%	81
2022 Q2	–	Sell	-3,841	Closed	-$207K	–	78
2022 Q1	$207K	Buy	+3,841	New	+$204K	0.11%	79

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Monte Financial Group's FIDU Position: Q1 2026 in Review

Monte Financial Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 8.9% in Q1 2026, buying an estimated $28K and bringing the position to 3,787 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #88.

Monte Financial Group first reported a position in FIDU in Q1 2022 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Monte Financial Group held 3,787 shares of Fidelity MSCI Industrials Index ETF worth $328K as of Q1 2026.
Monte Financial Group bought 311 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $28K.
Fidelity MSCI Industrials Index ETF made up 0.12% of Monte Financial Group's portfolio in Q1 2026, its #88 holding.
Monte Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.