Heck Capital Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Heck Capital 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 Q2	$1.12M	Sell	11,217 -152	-1%	-$14.3K	0.07%	119
2026 Q1	$984K	Sell	11,369 -710	-6%	-$63.9K	0.07%	117
2025 Q4	$996K	Sell	12,079 -146	-1%	-$12K	0.07%	111
2025 Q3	$1M	Buy	12,225 +116	+1%	+$9.3K	0.08%	109
2025 Q2	$939K	Buy	12,109 +227	+2%	+$16.2K	0.08%	102
2025 Q1	$814K	Buy	11,882 +122	+1%	+$8.72K	0.09%	91
2024 Q4	$827K	Sell	11,760 -30	-0.3%	-$2.21K	0.09%	89
2024 Q3	$851K	Buy	11,790 +61	+0.5%	+$4.15K	0.1%	89
2024 Q2	$767K	Sell	11,729 -279	-2%	-$18.4K	0.1%	90
2024 Q1	$814K	Buy	12,008 +106	+0.9%	+$6.69K	0.12%	81
2023 Q4	$729K	Sell	11,902 -542	-4%	-$30.4K	0.12%	85
2023 Q3	$673K	Sell	12,444 -1,746	-12%	-$99.2K	0.12%	85
2023 Q2	$807K	Sell	14,190 -1,072	-7%	-$56.8K	0.14%	76
2023 Q1	$807K	Buy	15,262 +327	+2%	+$17.2K	0.15%	66
2022 Q4	$757K	Sell	14,935 -12,220	-45%	-$606K	0.15%	71
2022 Q3	$1.19M	Sell	27,155 -2,020	-7%	-$97.4K	0.24%	61
2022 Q2	$1.32M	Sell	29,175 -1,881	-6%	-$91.9K	0.27%	61
2022 Q1	$1.67M	Sell	31,056 -491	-2%	-$26.1K	0.3%	57
2021 Q4	$1.77M	Buy	31,547 +267	+0.9%	+$14.8K	0.32%	49
2021 Q3	$1.62M	Buy	31,280 +2,148	+7%	+$116K	0.32%	49
2021 Q2	$1.58M	Sell	29,132 -626	-2%	-$33.9K	0.31%	50
2021 Q1	$1.55M	Buy	29,758 +1,540	+5%	+$75.6K	0.34%	46
2020 Q4	$1.33M	Buy	28,218 +6,858	+32%	+$303K	0.32%	42
2020 Q3	$857K	Buy	21,360 +806	+4%	+$31.4K	0.24%	44
2020 Q2	$738K	Sell	20,554 -722	-3%	-$24.3K	0.16%	44
2020 Q1	$648K	Buy	21,276 +1,606	+8%	+$62.4K	0.19%	37
2019 Q4	$827K	Sell	19,670 -6,680	-25%	-$274K	0.2%	40
2019 Q3	$1.05M	Buy	26,350 +23	+0.1%	+$906	0.32%	34
2019 Q2	$1.05M	Buy	26,327 +1,286	+5%	+$50K	0.28%	34
2019 Q1	$957K	Buy	25,041 +3,190	+15%	+$118K	0.29%	32
2018 Q4	$716K	Buy	21,851 +2,222	+11%	+$80.2K	0.26%	34
2018 Q3	$789K	Sell	19,629 -413	-2%	-$16.2K	0.26%	35
2018 Q2	$743K	Buy	20,042 +1,908	+11%	+$72.5K	0.27%	34
2018 Q1	$686K	Buy	18,134 +6,036	+50%	+$237K	0.3%	30
2017 Q4	$468K	Buy	12,098 +1,608	+15%	+$60K	0.23%	33
2017 Q3	$383K	Buy	10,490 +3,877	+59%	+$136K	0.2%	34
2017 Q2	$230K	Buy	6,613 +1,876	+40%	+$64.1K	0.13%	40
2017 Q1	$159K	Buy	4,737 +4,552	+2,461%	+$152K	0.1%	47
2016 Q4	$5.96K	Buy	+185	New	+$5.76K	﹤0.01%	67

Other funds holding FIDU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Heck Capital Advisors's FIDU Position: Q2 2026 in Review

Heck Capital Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.3% in Q2 2026, selling an estimated $14.3K and leaving 11,217 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #119.

Heck Capital Advisors first reported a position in FIDU in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.77M in Q4 2021. 99 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Heck Capital Advisors held 11,217 shares of Fidelity MSCI Industrials Index ETF worth $1.12M as of Q2 2026.
Heck Capital Advisors sold 152 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $14.3K.
Fidelity MSCI Industrials Index ETF made up 0.07% of Heck Capital Advisors's portfolio in Q2 2026, its #119 holding.
Heck Capital Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2016 and has held it in 39 quarters since.
Heck Capital Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.77M in Q4 2021.
99 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.