Roxbury Financial’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Roxbury Financial’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	$1.31M	Buy	14,777 +172	+1%	+$16.3K	1%	22
2026 Q2	$1.45M	Buy	14,605 +178	+1%	+$16.7K	1.15%	21
2026 Q1	$1.25M	Sell	14,427 -31	-0.2%	-$2.79K	1.12%	24
2025 Q4	$1.19M	Sell	14,458 -42	-0.3%	-$3.45K	1.07%	26
2025 Q3	$1.19M	Sell	14,500 -160	-1%	-$12.8K	1.1%	26
2025 Q2	$1.14M	Sell	14,660 -198	-1%	-$14.2K	1.11%	27
2025 Q1	$1.07M	Sell	14,858 -263	-2%	-$18.8K	1.04%	28
2024 Q4	$1.17M	Buy	+15,121	New	+$1.11M	1.13%	26

Other funds holding FIDU

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 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

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 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

Roxbury Financial's FIDU Position: Q3 2026 in Review

Roxbury Financial increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.2% in Q3 2026, buying an estimated $16.3K and bringing the position to 14,777 shares worth $1.31M. The position accounts for 1% of the portfolio, ranked #22.

Roxbury Financial first reported a position in FIDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2026. 96 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Roxbury Financial held 14,777 shares of Fidelity MSCI Industrials Index ETF worth $1.31M as of Q3 2026.
Roxbury Financial bought 172 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $16.3K.
Fidelity MSCI Industrials Index ETF made up 1% of Roxbury Financial's portfolio in Q3 2026, its #22 holding.
Roxbury Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Fidelity MSCI Industrials Index ETF position peaked at $1.45M in Q2 2026.
96 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.