Principal Securities’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Principal Securities’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	$255K	Buy	+2,949	New	+$265K	﹤0.01%	1281
2025 Q4	–	Sell	-2,281	Closed	-$187K	–	2090
2025 Q3	$187K	Buy	2,281 +104	+5%	+$8.34K	﹤0.01%	1317
2025 Q2	$169K	Buy	2,177 +527	+32%	+$37.7K	﹤0.01%	1305
2025 Q1	$116K	Hold	1,650	–	–	﹤0.01%	1364
2024 Q4	$116K	Buy	1,650 +1,622	+5,793%	+$120K	﹤0.01%	1364
2024 Q3	$2.02K	Buy	+28	New	+$1.91K	﹤0.01%	2952

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

Principal Securities's FIDU Position: Q1 2026 in Review

Principal Securities opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2026: 2,949 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings. This is a return to the name: Principal Securities previously reported a position in FIDU as recently as Q3 2025.

Principal Securities first reported a position in FIDU in Q3 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Principal Securities held 2,949 shares of Fidelity MSCI Industrials Index ETF worth $255K as of Q1 2026.
Fidelity MSCI Industrials Index ETF was a new Principal Securities position in Q1 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1281 holding.
Principal Securities first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.