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 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 $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