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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

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

CX Institutional's FIDU Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 54% in Q2 2026, selling an estimated $74.5K and leaving 667 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

CX Institutional first reported a position in FIDU in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2023. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • CX Institutional held 667 shares of Fidelity MSCI Industrials Index ETF worth $66K as of Q2 2026.
  • CX Institutional sold 794 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $74.5K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #934 holding.
  • CX Institutional first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and has held it in 9 quarters since.
  • CX Institutional's Fidelity MSCI Industrials Index ETF position peaked at $1.56M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.