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Yoder Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Yoder Wealth Management’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
Q1 		$6.59M Buy
76,159
+1,525
+2% +$137K 3% 6
2025
Q4 		$6.16M Buy
74,634
+2,578
+4% +$212K 2.8% 10
2025
Q3 		$5.9M Buy
72,056
+2,492
+4% +$200K 2.79% 8
2025
Q2 		$5.39M Buy
69,564
+4,498
+7% +$322K 2.81% 9
2025
Q1 		$4.46M Buy
65,066
+1,825
+3% +$130K 2.51% 11
2024
Q4 		$4.45M Buy
63,241
+5,660
+10% +$417K 2.46% 10
2024
Q3 		$4.16M Buy
57,581
+3,000
+5% +$204K 2.5% 10
2024
Q2 		$3.57M Buy
54,581
+539
+1% +$35.6K 2.31% 11
2024
Q1 		$3.66M Sell
54,042
-4,460
-8% -$282K 2.39% 11
2023
Q4 		$3.58M Sell
58,502
-1,991
-3% -$112K 2.53% 11
2023
Q3 		$3.27M Sell
60,493
-4,791
-7% -$272K 2.7% 9
2023
Q2 		$3.71M Sell
65,284
-2,470
-4% -$131K 2.92% 8
2023
Q1 		$3.58M Buy
+67,754
New +$3.57M 2.98% 9

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Yoder Wealth Management's FIDU Position: Q1 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2% in Q1 2026, buying an estimated $137K and bringing the position to 76,159 shares worth $6.59M. The position accounts for 3% of the portfolio, ranked #6.

Yoder Wealth Management first reported a position in FIDU in Q1 2023 and has held it in 13 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

  • Yoder Wealth Management held 76,159 shares of Fidelity MSCI Industrials Index ETF worth $6.59M as of Q1 2026.
  • Yoder Wealth Management bought 1,525 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $137K.
  • Fidelity MSCI Industrials Index ETF made up 3% of Yoder Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.