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

Atlas Capital 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	$3.59M	Sell	36,045 -2,123	-6%	-$199K	0.39%	67
2026 Q1	$3.3M	Buy	38,168 +2,040	+6%	+$183K	0.38%	68
2025 Q4	$2.98M	Buy	+36,128	New	+$2.96M	0.33%	72
2025 Q2	$2.92M	Sell	37,608 -473	-1%	-$33.8K	0.36%	65
2025 Q1	$2.61M	Sell	38,081 -1,170	-3%	-$83.6K	0.33%	64
2024 Q4	$2.76M	Sell	39,251 -3,917	-9%	-$289K	0.35%	59
2024 Q3	$3.12M	Hold	43,168	–	–	0.47%	45
2024 Q2	$2.82M	Sell	43,168 -6,224	-13%	-$412K	0.37%	57
2024 Q1	$3.35M	Buy	49,392 +7,307	+17%	+$461K	0.52%	45
2023 Q4	$2.58M	Sell	42,085 -162	-0.4%	-$9.07K	0.37%	56
2023 Q3	$2.29M	Sell	42,247 -189	-0.4%	-$10.7K	0.38%	57
2023 Q2	$2.41M	Sell	42,436 -5,085	-11%	-$269K	0.37%	58
2023 Q1	$2.51M	Sell	47,521 -1,584	-3%	-$83.4K	0.4%	51
2022 Q4	$2.49M	Buy	49,105 +11,926	+32%	+$591K	0.42%	48
2022 Q3	$1.62M	Sell	37,179 -5,743	-13%	-$277K	0.3%	66
2022 Q2	$1.94M	Buy	42,922 +12,157	+40%	+$594K	0.33%	63
2022 Q1	$1.66M	Buy	30,765 +12,755	+71%	+$678K	0.26%	87
2021 Q4	$1.01M	Buy	18,010 +9,898	+122%	+$548K	0.15%	115
2021 Q3	$421K	Sell	8,112 -10,010	-55%	-$542K	0.07%	228
2021 Q2	$983K	Sell	18,122 -3,575	-16%	-$194K	0.16%	119
2021 Q1	$1.13M	Buy	21,697 +10,192	+89%	+$500K	0.22%	97
2020 Q4	$541K	Hold	11,505	–	–	0.11%	171
2020 Q3	$462K	Hold	11,505	–	–	0.11%	194
2020 Q2	$413K	Hold	11,505	–	–	0.1%	205
2020 Q1	$350K	Buy	+11,505	New	+$447K	0.1%	201

Other funds holding FIDU

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Atlas Capital Advisors's FIDU Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 5.6% in Q2 2026, selling an estimated $199K and leaving 36,045 shares worth $3.59M. The position accounts for 0.39% of the portfolio, ranked #67.

Atlas Capital Advisors first reported a position in FIDU in Q1 2020 and has held it in 25 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Atlas Capital Advisors held 36,045 shares of Fidelity MSCI Industrials Index ETF worth $3.59M as of Q2 2026.
Atlas Capital Advisors sold 2,123 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $199K.
Fidelity MSCI Industrials Index ETF made up 0.39% of Atlas Capital Advisors's portfolio in Q2 2026, its #67 holding.
Atlas Capital Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 25 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.