Wealth Enhancement Advisory Services
FIDU icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wealth Enhancement Advisory Services’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 		$344K Buy
3,551
+650
+22% +$61K ﹤0.01% 3068
2026
Q1 		$254K Sell
2,901
-260
-8% -$23.4K ﹤0.01% 2932
2025
Q4 		$274K Sell
3,161
-1,290
-29% -$106K ﹤0.01% 2999
2025
Q3 		$366K Buy
+4,451
New +$357K ﹤0.01% 2617
2025
Q2 		– Sell
-4,432
Closed -$303K – 3422
2025
Q1 		$303K Buy
4,432
+633
+17% +$45.2K ﹤0.01% 2444
2024
Q4 		$267K Buy
3,799
+72
+2% +$5.31K ﹤0.01% 2470
2024
Q3 		$269K Sell
3,727
-465
-11% -$31.7K ﹤0.01% 2254
2024
Q2 		$274K Buy
+4,192
New +$277K ﹤0.01% 2043

Other funds holding FIDU

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIDU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 22% in Q2 2026, buying an estimated $61K and bringing the position to 3,551 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

Wealth Enhancement Advisory Services first reported a position in FIDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $366K in Q3 2025. 46 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,551 shares of Fidelity MSCI Industrials Index ETF worth $344K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 650 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $61K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3068 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $366K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.