CWA Asset Management Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

CWA Asset Management Group’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	$395K	Buy	3,967 +188	+5%	+$17.6K	0.01%	539
2026 Q1	$327K	Sell	3,779 -616	-14%	-$55.4K	0.01%	549
2025 Q4	$363K	Sell	4,395 -601	-12%	-$49.3K	0.01%	511
2025 Q3	$409K	Sell	4,996 -50	-1%	-$4.01K	0.02%	504
2025 Q2	$391K	Buy	5,046 +1	+0%	+$72	0.02%	482
2025 Q1	$345K	Buy	5,045 +1,335	+36%	+$95.4K	0.02%	484
2024 Q4	$261K	Buy	+3,710	New	+$273K	0.01%	503

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 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