JFS Wealth Advisors
FIDU icon

JFS Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

JFS Wealth 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
Q3 		$10.2K Hold
115
– – ﹤0.01% 969
2026
Q2 		$11.5K Buy
+115
New +$10.8K ﹤0.01% 961

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JFS Wealth Advisors's FIDU Position: Q3 2026 in Review

JFS Wealth Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2026 at 115 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

JFS Wealth Advisors first reported a position in FIDU in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.5K in Q2 2026. 217 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • JFS Wealth Advisors held 115 shares of Fidelity MSCI Industrials Index ETF worth $10.2K as of Q3 2026.
  • JFS Wealth Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #969 holding.
  • JFS Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $11.5K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.