Selective Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Selective Wealth Management’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	$233K	Sell	2,442 -51	-2%	-$4.79K	0.06%	118
2026 Q1	$229K	Buy	2,493 +3	+0.1%	+$270	0.07%	110
2025 Q4	$222K	Sell	2,490 -260	-9%	-$21.3K	0.07%	98
2025 Q3	$226K	Buy	2,750 +4	+0.1%	+$321	0.07%	92
2025 Q2	$217K	Buy	+2,746	New	+$196K	0.08%	94
2025 Q1	–	Sell	-2,842	Closed	-$204K	–	106
2024 Q4	$204K	Sell	2,842 -34	-1%	-$2.51K	0.08%	98
2024 Q3	$207K	Buy	+2,876	New	+$196K	0.09%	103

Other funds holding FIDU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

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

KAS

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

KPWS

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

YWM

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

TCM

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

PWM

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

SSWM

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

BWM

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

EWM

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

Selective Wealth Management's FIDU Position: Q2 2026 in Review

Selective Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2% in Q2 2026, selling an estimated $4.79K and leaving 2,442 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #118.

Selective Wealth Management first reported a position in FIDU in Q3 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Selective Wealth Management held 2,442 shares of Fidelity MSCI Industrials Index ETF worth $233K as of Q2 2026.
Selective Wealth Management sold 51 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $4.79K.
Fidelity MSCI Industrials Index ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #118 holding.
Selective Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.