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Stonebridge Financial Planning Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Stonebridge Financial Planning 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
Q1 		$1.47M Buy
16,991
+343
+2% +$30.9K 0.54% 58
2025
Q4 		$1.37M Sell
16,648
-300
-2% -$24.6K 0.5% 65
2025
Q3 		$1.39M Buy
16,948
+401
+2% +$32.1K 0.52% 59
2025
Q2 		$1.28M Buy
16,547
+294
+2% +$21K 0.54% 59
2025
Q1 		$1.11M Buy
16,253
+1,218
+8% +$87.1K 0.51% 62
2024
Q4 		$1.06M Sell
15,035
-299
-2% -$22K 0.47% 63
2024
Q3 		$1.11M Sell
15,334
-399
-3% -$27.2K 0.53% 55
2024
Q2 		$1.03M Buy
15,733
+221
+1% +$14.6K 0.52% 54
2024
Q1 		$1.05M Buy
15,512
+2,472
+19% +$156K 0.56% 52
2023
Q4 		$798K Sell
13,040
-798
-6% -$44.7K 0.46% 57
2023
Q3 		$749K Sell
13,838
-249
-2% -$14.2K 0.48% 54
2023
Q2 		$801K Buy
14,087
+67
+0.5% +$3.55K 0.49% 58
2023
Q1 		$742K Buy
14,020
+821
+6% +$43.2K 0.48% 64
2022
Q4 		$669K Buy
13,199
+277
+2% +$13.7K 0.45% 67
2022
Q3 		$564K Sell
12,922
-9,929
-43% -$479K 0.39% 70
2022
Q2 		$1.03M Buy
22,851
+12,129
+113% +$593K 0.7% 47
2022
Q1 		$577K Sell
10,722
-976
-8% -$51.9K 0.32% 65
2021
Q4 		$606K Sell
11,698
-872
-7% -$48.2K 0.32% 65
2021
Q3 		$706K Buy
12,570
+2,203
+21% +$119K 0.35% 64
2021
Q2 		$567K Buy
+10,367
New +$562K 0.3% 69

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stonebridge Financial Planning Group's FIDU Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.1% in Q1 2026, buying an estimated $30.9K and bringing the position to 16,991 shares worth $1.47M. The position accounts for 0.54% of the portfolio, ranked #58.

Stonebridge Financial Planning Group first reported a position in FIDU in Q2 2021 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • Stonebridge Financial Planning Group held 16,991 shares of Fidelity MSCI Industrials Index ETF worth $1.47M as of Q1 2026.
  • Stonebridge Financial Planning Group bought 343 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $30.9K.
  • Fidelity MSCI Industrials Index ETF made up 0.54% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #58 holding.
  • Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.