CAPTRUST Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

CAPTRUST Financial 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 Q1	$261K	Buy	3,018 +506	+20%	+$45.5K	﹤0.01%	2484
2025 Q4	$207K	Buy	+2,512	New	+$206K	﹤0.01%	2508
2022 Q3	–	Sell	-10	Closed	–	–	2738
2022 Q2	$0	Hold	10	–	–	﹤0.01%	4990
2022 Q1	$1K	Buy	+10	New	+$532	﹤0.01%	4691
2021 Q4	–	Sell	-33	Closed	-$2K	–	4809
2021 Q3	$2K	Sell	33 -309	-90%	-$16.7K	﹤0.01%	4250
2021 Q2	$19K	Buy	+342	New	+$18.5K	﹤0.01%	3138

Other funds holding FIDU

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors's FIDU Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 20% in Q1 2026, buying an estimated $45.5K and bringing the position to 3,018 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

CAPTRUST Financial Advisors first reported a position in FIDU in Q2 2021 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

CAPTRUST Financial Advisors held 3,018 shares of Fidelity MSCI Industrials Index ETF worth $261K as of Q1 2026.
CAPTRUST Financial Advisors bought 506 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $45.5K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2484 holding.
CAPTRUST Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.