CX Institutional’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

CX Institutional’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 Q3	$59K	Buy	670 +3	+0.4%	+$284	﹤0.01%	983
2026 Q2	$66K	Sell	667 -794	-54%	-$74.5K	﹤0.01%	934
2026 Q1	$126K	Buy	1,461 +210	+17%	+$18.9K	﹤0.01%	815
2025 Q4	$103K	Buy	1,251 +776	+163%	+$63.7K	﹤0.01%	846
2025 Q3	$39K	Sell	475 -70	-13%	-$5.61K	﹤0.01%	980
2025 Q2	$42K	Sell	545 -108	-17%	-$7.73K	﹤0.01%	884
2025 Q1	$45K	Buy	+653	New	+$46.7K	﹤0.01%	848
2024 Q1	–	Sell	-25,431	Closed	-$1.56M	–	550
2023 Q4	$1.56M	Buy	+25,431	New	+$1.42M	0.08%	204
2023 Q3	–	Sell	-6,352	Closed	-$361K	–	505
2023 Q2	$361K	Sell	6,352 -22,778	-78%	-$1.21M	0.02%	394
2023 Q1	$1.54M	Buy	+29,130	New	+$1.53M	0.08%	242

Other funds holding FIDU

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

CX Institutional's FIDU Position: Q3 2026 in Review

CX Institutional increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.45% in Q3 2026, buying an estimated $284 and bringing the position to 670 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

CX Institutional first reported a position in FIDU in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2023. 49 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

CX Institutional held 670 shares of Fidelity MSCI Industrials Index ETF worth $59K as of Q3 2026.
CX Institutional bought 3 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $284.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #983 holding.
CX Institutional first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and has held it in 10 quarters since.
CX Institutional's Fidelity MSCI Industrials Index ETF position peaked at $1.56M in Q4 2023.
49 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.