J.W. Cole Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

J.W. Cole 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	$495K	Buy	+4,968	New	+$466K	0.01%	1013
2025 Q4	–	Sell	-4,953	Closed	-$406K	–	1512
2025 Q3	$406K	Buy	4,953 +25	+0.5%	+$2K	0.01%	1081
2025 Q2	$382K	Buy	+4,928	New	+$353K	0.01%	1028
2025 Q1	–	Sell	-4,828	Closed	-$339K	–	1282
2024 Q4	$339K	Buy	4,828 +25	+0.5%	+$1.84K	0.01%	735
2024 Q3	$347K	Buy	4,803 +675	+16%	+$45.9K	0.01%	724
2024 Q2	$270K	Sell	4,128 -1	-0%	-$66	0.01%	742
2024 Q1	$280K	Sell	4,129 -120	-3%	-$7.58K	0.01%	712
2023 Q4	$260K	Buy	4,249 +55	+1%	+$3.08K	0.02%	689
2023 Q3	$227K	Buy	4,194 +14	+0.3%	+$796	0.02%	645
2023 Q2	$238K	Buy	4,180 +128	+3%	+$6.78K	0.02%	651
2023 Q1	$214K	Buy	4,052 +83	+2%	+$4.37K	0.02%	707
2022 Q4	$201K	Buy	+3,969	New	+$197K	0.02%	693

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

J.W. Cole Advisors's FIDU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 4,968 shares worth $495K. The stake represents 0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FIDU as recently as Q3 2025.

J.W. Cole Advisors first reported a position in FIDU in Q4 2022 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

J.W. Cole Advisors held 4,968 shares of Fidelity MSCI Industrials Index ETF worth $495K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new J.W. Cole Advisors position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1013 holding.
J.W. Cole Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 12 quarters since.
93 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.