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

Summit Financial’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 		$630K Sell
6,320
-9
-0.1% -$845 0.01% 1013
2026
Q1 		$548K Buy
6,329
+246
+4% +$22.1K 0.01% 966
2025
Q4 		$502K Buy
6,083
+94
+2% +$7.71K 0.01% 890
2025
Q3 		$491K Buy
5,989
+154
+3% +$12.3K 0.01% 886
2025
Q2 		$452K Sell
5,835
-815
-12% -$58.3K 0.01% 588
2025
Q1 		$455K Sell
6,650
-186
-3% -$13.3K 0.01% 535
2024
Q4 		$481K Hold
6,836
– – 0.02% 455
2024
Q3 		$493K Buy
+6,836
New +$465K 0.02% 374

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
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
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

Summit Financial's FIDU Position: Q2 2026 in Review

Summit Financial reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.14% in Q2 2026, selling an estimated $845 and leaving 6,320 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #1013.

Summit Financial first reported a position in FIDU in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Summit Financial held 6,320 shares of Fidelity MSCI Industrials Index ETF worth $630K as of Q2 2026.
  • Summit Financial sold 9 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $845.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1013 holding.
  • Summit Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.