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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
Q2 		– Sell
-2
Closed -$174 – 1373
2026
Q1 		$174 Hold
2
– – ﹤0.01% 3182
2025
Q4 		$165 Buy
+2
New +$164 ﹤0.01% 2299

Other funds holding FIDU

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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 $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Root Financial Partners's FIDU Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026, closing a stake of 2 shares — an estimated $174 sold.

Root Financial Partners first reported a position in FIDU in Q4 2025 and held it in 2 quarters. The position peaked at $174 in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $174.
  • Root Financial Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity MSCI Industrials Index ETF position peaked at $174 in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.