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

Physician 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 Q2	$4.98K	Hold	50	–	–	﹤0.01%	1097
2026 Q1	$4.33K	Hold	50	–	–	﹤0.01%	1055
2025 Q4	$4.12K	Hold	50	–	–	﹤0.01%	1038
2025 Q3	$4.1K	Hold	50	–	–	﹤0.01%	980
2025 Q2	$3.88K	Hold	50	–	–	﹤0.01%	866
2025 Q1	$3.42K	Sell	50 -18	-26%	-$1.29K	﹤0.01%	793
2024 Q4	$4.78K	Buy	+68	New	+$5.01K	﹤0.01%	743

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

Physician Wealth Advisors's FIDU Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 50 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Physician Wealth Advisors first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Physician Wealth Advisors held 50 shares of Fidelity MSCI Industrials Index ETF worth $4.98K as of Q2 2026.
Physician Wealth Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1097 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.