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

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

Bay Colony Advisors's FIDU Position: Q2 2026 in Review

Bay Colony Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 17% in Q2 2026, selling an estimated $39.9K and leaving 2,087 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #464.

Bay Colony Advisors first reported a position in FIDU in Q2 2018 and has held it in 12 quarters since. The position peaked at $435K in Q3 2018. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Bay Colony Advisors held 2,087 shares of Fidelity MSCI Industrials Index ETF worth $208K as of Q2 2026.
Bay Colony Advisors sold 425 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $39.9K.
Fidelity MSCI Industrials Index ETF made up 0.02% of Bay Colony Advisors's portfolio in Q2 2026, its #464 holding.
Bay Colony Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and has held it in 12 quarters since.
Bay Colony Advisors's Fidelity MSCI Industrials Index ETF position peaked at $435K in Q3 2018.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.