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U.S. Capital Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

U.S. Capital 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 		$2.83M Sell
32,752
-1,413
-4% -$127K 0.07% 271
2025
Q4 		$2.82M Buy
34,165
+1,265
+4% +$104K 0.07% 269
2025
Q3 		$2.7M Buy
32,900
+481
+1% +$38.6K 0.07% 265
2025
Q2 		$2.51M Buy
32,419
+1,896
+6% +$136K 0.07% 257
2025
Q1 		$2.09M Buy
30,523
+146
+0.5% +$10.4K 0.06% 274
2024
Q4 		$2.14M Buy
30,377
+806
+3% +$59.4K 0.07% 289
2024
Q3 		$2.13M Sell
29,571
-673
-2% -$45.8K 0.08% 238
2024
Q2 		$1.98M Sell
30,244
-1,108
-4% -$73.3K 0.07% 242
2024
Q1 		$2.13M Buy
31,352
+20
+0.1% +$1.26K 0.08% 218
2023
Q4 		$1.92M Sell
31,332
-1,764
-5% -$98.8K 0.08% 239
2023
Q3 		$1.79M Buy
33,096
+2,159
+7% +$123K 0.08% 221
2023
Q2 		$1.76M Buy
+30,937
New +$1.64M 0.08% 235

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return