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Petersen Hastings Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Petersen Hastings Wealth Advisors’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 		$225K Buy
+2,259
New +$212K 0.02% 82

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

Petersen Hastings Wealth Advisors's FIDU Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 2,259 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #82 among its holdings.

240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 2,259 shares of Fidelity MSCI Industrials Index ETF worth $225K as of Q2 2026.
  • Fidelity MSCI Industrials Index ETF was a new Petersen Hastings Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.02% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.