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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
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FIDU Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.94% in Q1 2026, buying an estimated $4.05K and bringing the position to 4,855 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #336.

Retirement Planning Group (Kansas) first reported a position in FIDU in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • Retirement Planning Group (Kansas) held 4,855 shares of Fidelity MSCI Industrials Index ETF worth $420K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 45 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $4.05K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #336 holding.
  • Retirement Planning Group (Kansas) first reported a position in Fidelity MSCI Industrials Index ETF in Q2 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.