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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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. 240 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.
240 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.