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 Q3	$357K	Sell	4,025 -100	-2%	-$9.46K	0.17%	95
2026 Q2	$411K	Sell	4,125 -200	-5%	-$18.8K	0.19%	86
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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Hanseatic Management Services Albuquerque, New Mexico $122M AUM

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

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

Primoris Wealth Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.4% in Q3 2026, selling an estimated $9.46K and leaving 4,025 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #95.

Primoris Wealth Advisors first reported a position in FIDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q4 2024. 89 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Primoris Wealth Advisors held 4,025 shares of Fidelity MSCI Industrials Index ETF worth $357K as of Q3 2026.
Primoris Wealth Advisors sold 100 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $9.46K.
Fidelity MSCI Industrials Index ETF made up 0.17% of Primoris Wealth Advisors's portfolio in Q3 2026, its #95 holding.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.91M in Q4 2024.
89 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.