Q3 Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Q3 Asset 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 Q1	–	Sell	-9,131	Closed	-$753K	–	74
2025 Q4	$753K	Buy	9,131 +3,480	+62%	+$286K	0.17%	43
2025 Q3	$463K	Buy	5,651 +490	+9%	+$39.3K	0.16%	44
2025 Q2	$400K	Buy	+5,161	New	+$369K	0.14%	40
2025 Q1	–	Sell	-19,399	Closed	-$1.36M	–	64
2024 Q4	$1.36M	Buy	19,399 +3,977	+26%	+$293K	0.85%	22
2024 Q3	$1.11M	Buy	15,422 +1,776	+13%	+$121K	0.26%	26
2024 Q2	$897K	Buy	+13,646	New	+$902K	0.2%	29
2022 Q1	–	Sell	-103,927	Closed	-$5.84M	–	44
2021 Q4	$5.84M	Buy	103,927 +13,332	+15%	+$738K	2.48%	11
2021 Q3	$4.74M	Buy	90,595 +4,491	+5%	+$243K	2.29%	10
2021 Q2	$4.67M	Buy	86,104 +46,870	+119%	+$2.54M	2.29%	11
2021 Q1	$2.04M	Sell	39,234 -9,146	-19%	-$449K	1.09%	21
2020 Q4	$2.27M	Buy	+48,380	New	+$2.14M	1.8%	16

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

Q3 Asset Management's FIDU Position: Q1 2026 in Review

Q3 Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2026, closing a stake of 9,131 shares — an estimated $753K sold.

Q3 Asset Management first reported a position in FIDU in Q4 2020 and held it in 11 quarters. The position peaked at $5.84M in Q4 2021. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Q3 Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2026 after selling out during the quarter.
Q3 Asset Management sold 9,131 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $753K.
Q3 Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 11 quarters.
Q3 Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $5.84M in Q4 2021.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Q3 Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.