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

Primoris 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 Q1	$374K	Sell	4,325 -300	-6%	-$27K	0.26%	66
2025 Q4	$381K	Sell	4,625 -3,004	-39%	-$247K	0.23%	79
2025 Q3	$625K	Buy	7,629 +150	+2%	+$12K	0.4%	54
2025 Q2	$580K	Sell	7,479 -1,525	-17%	-$109K	0.4%	52
2025 Q1	$616K	Sell	9,004 -18,121	-67%	-$1.3M	0.48%	48
2024 Q4	$1.91M	Buy	+27,125	New	+$2M	1.45%	23

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Primoris Wealth Advisors's FIDU Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.5% in Q1 2026, selling an estimated $27K and leaving 4,325 shares worth $374K. The position accounts for 0.26% of the portfolio, ranked #66.

Primoris Wealth Advisors first reported a position in FIDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2024. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Primoris Wealth Advisors held 4,325 shares of Fidelity MSCI Industrials Index ETF worth $374K as of Q1 2026.
Primoris Wealth Advisors sold 300 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $27K.
Fidelity MSCI Industrials Index ETF made up 0.26% of Primoris Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 6 quarters since.
Primoris Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.91M in Q4 2024.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.