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Waverly Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Waverly Advisors’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 		$6.57K Sell
66
-33
-33% -$3.1K ﹤0.01% 1741
2026
Q1 		$8.56K Hold
99
– – ﹤0.01% 1609
2025
Q4 		$8.17K Buy
+99
New +$8.13K ﹤0.01% 1472

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

Waverly Advisors's FIDU Position: Q2 2026 in Review

Waverly Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 33% in Q2 2026, selling an estimated $3.1K and leaving 66 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Waverly Advisors first reported a position in FIDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.56K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Waverly Advisors held 66 shares of Fidelity MSCI Industrials Index ETF worth $6.57K as of Q2 2026.
  • Waverly Advisors sold 33 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $3.1K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1741 holding.
  • Waverly Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Fidelity MSCI Industrials Index ETF position peaked at $8.56K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.