Retirement Planning Group (Kansas)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Retirement Planning Group (Kansas)’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	$479K	Sell	4,810 -45	-0.9%	-$4.22K	0.01%	337
2026 Q1	$420K	Buy	4,855 +45	+0.9%	+$4.05K	0.01%	336
2025 Q4	$397K	Buy	4,810 +13	+0.3%	+$1.07K	0.01%	298
2025 Q3	$393K	Hold	4,797	–	–	0.01%	292
2025 Q2	$372K	Buy	+4,797	New	+$343K	0.02%	235

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

Retirement Planning Group (Kansas)'s FIDU Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.93% in Q2 2026, selling an estimated $4.22K and leaving 4,810 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #337.

Retirement Planning Group (Kansas) first reported a position in FIDU in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Retirement Planning Group (Kansas) held 4,810 shares of Fidelity MSCI Industrials Index ETF worth $479K as of Q2 2026.
Retirement Planning Group (Kansas) sold 45 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $4.22K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #337 holding.
Retirement Planning Group (Kansas) first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.