Root Financial Partners
FIDU icon

Root Financial Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Root Financial Partners’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
Q3 		$177 Buy
+2
New +$189 ﹤0.01% 3537
2026
Q2 		– Sell
-2
Closed -$174 – 1373
2026
Q1 		$174 Hold
2
– – ﹤0.01% 3182
2025
Q4 		$165 Buy
+2
New +$164 ﹤0.01% 2299

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Independence Financial Advisors
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Kestra Advisory Services
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Root Financial Partners's FIDU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2026: 2 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #3537 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIDU as recently as Q1 2026.

Root Financial Partners first reported a position in FIDU in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Root Financial Partners held 2 shares of Fidelity MSCI Industrials Index ETF worth $177 as of Q3 2026.
  • Fidelity MSCI Industrials Index ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3537 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.