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

Bay Colony 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	$208K	Sell	2,087 -425	-17%	-$39.9K	0.02%	464
2026 Q1	$217K	Sell	2,512 -14	-0.6%	-$1.26K	0.03%	452
2025 Q4	$208K	Hold	2,526	–	–	0.03%	469
2025 Q3	$207K	Buy	+2,526	New	+$202K	0.02%	477
2020 Q2	–	Sell	-9,603	Closed	-$292K	–	211
2020 Q1	$292K	Sell	9,603 -293	-3%	-$11.4K	0.26%	117
2019 Q4	$424K	Buy	9,896 +324	+3%	+$13.3K	0.28%	131
2019 Q3	$382K	Sell	9,572 -291	-3%	-$11.5K	0.26%	139
2019 Q2	$392K	Sell	9,863 -17	-0.2%	-$661	0.25%	112
2019 Q1	$374K	Buy	9,880 +19	+0.2%	+$700	0.25%	110
2018 Q4	$323K	Sell	9,861 -968	-9%	-$34.9K	0.28%	96
2018 Q3	$435K	Buy	10,829 +60	+0.6%	+$2.35K	0.33%	89
2018 Q2	$399K	Buy	+10,769	New	+$409K	0.28%	89

Other funds holding FIDU

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return