NWAM LLC’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

NWAM LLC’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	$241K	Hold	2,417	–	–	0.01%	625
2026 Q1	$209K	Buy	+2,417	New	+$217K	0.01%	588
2022 Q3	–	Sell	-7,940	Closed	-$359K	–	502
2022 Q2	$359K	Sell	7,940 -3,223	-29%	-$158K	0.03%	371
2022 Q1	$601K	Buy	11,163 +4,829	+76%	+$257K	0.05%	293
2021 Q4	$356K	Buy	6,334 +2,463	+64%	+$136K	0.03%	381
2021 Q3	$201K	Buy	+3,871	New	+$210K	0.02%	475

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

NWAM LLC's FIDU Position: Q2 2026 in Review

NWAM LLC held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 2,417 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #625.

NWAM LLC first reported a position in FIDU in Q3 2021 and has held it in 6 quarters since. The position peaked at $601K in Q1 2022. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

NWAM LLC held 2,417 shares of Fidelity MSCI Industrials Index ETF worth $241K as of Q2 2026.
NWAM LLC left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #625 holding.
NWAM LLC first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2021 and has held it in 6 quarters since.
NWAM LLC's Fidelity MSCI Industrials Index ETF position peaked at $601K in Q1 2022.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.