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BOLTON SECURITIES CORPORATION’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$39.9K Hold
450
– – ﹤0.01% 1411
2026
Q2 		$44.8K Sell
450
-50
-10% -$4.69K ﹤0.01% 1374
2026
Q1 		$43.3K Buy
+500
New +$45K ﹤0.01% 1265
2025
Q3 		$58K Buy
+708
New +$56.8K ﹤0.01% 1108
2025
Q1 		$48.5K Buy
+708
New +$50.6K ﹤0.01% 1055

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FIDU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2026 at 450 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

BOLTON SECURITIES CORPORATION first reported a position in FIDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $58K in Q3 2025. 186 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 450 shares of Fidelity MSCI Industrials Index ETF worth $39.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1411 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Fidelity MSCI Industrials Index ETF position peaked at $58K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.