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Safeguard Investment Advisory Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Safeguard Investment Advisory Group’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 		$215K Buy
+2,162
New +$203K 0.05% 163
2024
Q4 		– Sell
-3,078
Closed -$222K – 121
2024
Q3 		$222K Buy
+3,078
New +$210K 0.06% 99

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AGF Management
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
Sanctuary Advisors
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

Safeguard Investment Advisory Group's FIDU Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 2,162 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in FIDU as recently as Q3 2024.

Safeguard Investment Advisory Group first reported a position in FIDU in Q3 2024 and has held it in 2 quarters since. The position peaked at $222K in Q3 2024. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,162 shares of Fidelity MSCI Industrials Index ETF worth $215K as of Q2 2026.
  • Fidelity MSCI Industrials Index ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Safeguard Investment Advisory Group first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 2 quarters since.
  • Safeguard Investment Advisory Group's Fidelity MSCI Industrials Index ETF position peaked at $222K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.