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 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 $386M AUM 18.64% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return