Redwood Financial Network’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Redwood Financial Network’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	$375K	Buy	4,332 +572	+15%	+$51.4K	0.25%	114
2025 Q4	$310K	Buy	3,760 +648	+21%	+$53.2K	0.2%	135
2025 Q3	$255K	Buy	+3,112	New	+$249K	0.16%	147
2025 Q2	–	Sell	-3,726	Closed	-$255K	–	173
2025 Q1	$255K	Buy	+3,726	New	+$266K	0.19%	131

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

Redwood Financial Network's FIDU Position: Q1 2026 in Review

Redwood Financial Network increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 15% in Q1 2026, buying an estimated $51.4K and bringing the position to 4,332 shares worth $375K. The position accounts for 0.25% of the portfolio, ranked #114.

Redwood Financial Network first reported a position in FIDU in Q1 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Redwood Financial Network held 4,332 shares of Fidelity MSCI Industrials Index ETF worth $375K as of Q1 2026.
Redwood Financial Network bought 572 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $51.4K.
Fidelity MSCI Industrials Index ETF made up 0.25% of Redwood Financial Network's portfolio in Q1 2026, its #114 holding.
Redwood Financial Network first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2025 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

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