Smith Salley Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Smith Salley Wealth Management’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	$3.05M	Sell	30,587 -592	-2%	-$55.5K	0.13%	101
2026 Q1	$2.7M	Buy	31,179 +536	+2%	+$48.2K	0.14%	105
2025 Q4	$2.53M	Sell	30,643 -36	-0.1%	-$2.95K	0.13%	109
2025 Q3	$2.51M	Sell	30,679 -255	-0.8%	-$20.4K	0.13%	108
2025 Q2	$2.4M	Buy	30,934 +155	+0.5%	+$11.1K	0.14%	102
2025 Q1	$2.11M	Buy	30,779 +446	+1%	+$31.9K	0.14%	103
2024 Q4	$2.13M	Sell	30,333 -1,395	-4%	-$103K	0.14%	101
2024 Q3	$2.29M	Buy	31,728 +1,014	+3%	+$69K	0.15%	98
2024 Q2	$2.01M	Sell	30,714 -53	-0.2%	-$3.5K	0.14%	97
2024 Q1	$2.09M	Buy	30,767 +4,902	+19%	+$309K	0.16%	95
2023 Q4	$1.58M	Sell	25,865 -90	-0.3%	-$5.04K	0.1%	117
2023 Q3	$1.4M	Sell	25,955 -66	-0.3%	-$3.75K	0.1%	115
2023 Q2	$1.48M	Buy	26,021 +1,020	+4%	+$54K	0.11%	115
2023 Q1	$1.32M	Sell	25,001 -204	-0.8%	-$10.7K	0.11%	117
2022 Q4	$1.28M	Sell	25,205 -549	-2%	-$27.2K	0.11%	121
2022 Q3	$1.13M	Buy	25,754 +810	+3%	+$39K	0.1%	119
2022 Q2	$1.13M	Buy	24,944 +1,469	+6%	+$71.8K	0.1%	128
2022 Q1	$1.26M	Sell	23,475 -8,898	-27%	-$473K	0.1%	129
2021 Q4	$1.82M	Buy	32,373 +2,313	+8%	+$128K	0.13%	120
2021 Q3	$1.56M	Buy	30,060 +5,361	+22%	+$291K	0.12%	118
2021 Q2	$1.34M	Buy	24,699 +1,630	+7%	+$88.3K	0.11%	125
2021 Q1	$1.2M	Buy	23,069 +5,117	+29%	+$251K	0.11%	115
2020 Q4	$844K	Sell	17,952 -4,716	-21%	-$209K	0.09%	126
2020 Q3	$910K	Buy	22,668 +1,506	+7%	+$58.7K	0.11%	104
2020 Q2	$760K	Buy	21,162 +128	+0.6%	+$4.31K	0.1%	107
2020 Q1	$640K	Buy	21,034 +888	+4%	+$34.5K	0.11%	111
2019 Q4	$847K	Buy	20,146 +7,797	+63%	+$320K	0.11%	108
2019 Q3	$492K	Buy	12,349 +693	+6%	+$27.3K	0.07%	125
2019 Q2	$463K	Buy	11,656 +114	+1%	+$4.43K	0.07%	128
2019 Q1	$441K	Buy	11,542 +95	+0.8%	+$3.5K	0.07%	129
2018 Q4	$375K	Sell	11,447 -6,872	-38%	-$248K	0.07%	126
2018 Q3	$737K	Buy	18,319 +1,273	+7%	+$50K	0.12%	109
2018 Q2	$632K	Buy	17,046 +3,158	+23%	+$120K	0.11%	108
2018 Q1	$525K	Buy	13,888 +740	+6%	+$29K	0.09%	113
2017 Q4	$509K	Buy	+13,148	New	+$491K	0.09%	118

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

Smith Salley Wealth Management's FIDU Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.9% in Q2 2026, selling an estimated $55.5K and leaving 30,587 shares worth $3.05M. The position accounts for 0.13% of the portfolio, ranked #101.

Smith Salley Wealth Management first reported a position in FIDU in Q4 2017 and has held it in 35 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Smith Salley Wealth Management held 30,587 shares of Fidelity MSCI Industrials Index ETF worth $3.05M as of Q2 2026.
Smith Salley Wealth Management sold 592 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $55.5K.
Fidelity MSCI Industrials Index ETF made up 0.13% of Smith Salley Wealth Management's portfolio in Q2 2026, its #101 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and has held it in 35 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.