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

SYM Financial Corp’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 		$36.4K Buy
+365
New +$34.2K ﹤0.01% 447
2026
Q1 		– Sell
-365
Closed -$30.1K – 431
2025
Q4 		$30.1K Buy
+365
New +$30K ﹤0.01% 376
2025
Q3 		– Sell
-365
Closed -$28.3K – 429
2025
Q2 		$28.3K Buy
+365
New +$26.1K ﹤0.01% 376
2024
Q2 		– Sell
-365
Closed -$24.8K – 266
2024
Q1 		$24.8K Hold
365
– – ﹤0.01% 144
2023
Q4 		$22.3K Sell
365
-900
-71% -$50.4K ﹤0.01% 160
2023
Q3 		$68.5K Buy
+1,265
New +$71.9K 0.01% 119

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

SYM Financial Corp's FIDU Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 365 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in FIDU as recently as Q4 2025.

SYM Financial Corp first reported a position in FIDU in Q3 2023 and has held it in 6 quarters since. The position peaked at $68.5K in Q3 2023. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • SYM Financial Corp held 365 shares of Fidelity MSCI Industrials Index ETF worth $36.4K as of Q2 2026.
  • Fidelity MSCI Industrials Index ETF was a new SYM Financial Corp position in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #447 holding.
  • SYM Financial Corp first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2023 and has held it in 6 quarters since.
  • SYM Financial Corp's Fidelity MSCI Industrials Index ETF position peaked at $68.5K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.