Richard C. Young & Co’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Richard C. Young & Co’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	$224K	Buy	+2,244	New	+$211K	0.02%	96

Other funds holding FIDU

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Richard C. Young & Co's FIDU Position: Q2 2026 in Review

Richard C. Young & Co opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 2,244 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #96 among its holdings.

82 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Richard C. Young & Co held 2,244 shares of Fidelity MSCI Industrials Index ETF worth $224K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new Richard C. Young & Co position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.02% of Richard C. Young & Co's portfolio in Q2 2026, its #96 holding.
82 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.