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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's FIDU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.1% in Q1 2026, selling an estimated $127K and leaving 32,752 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #271.

U.S. Capital Wealth Advisors first reported a position in FIDU in Q2 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

U.S. Capital Wealth Advisors held 32,752 shares of Fidelity MSCI Industrials Index ETF worth $2.83M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,413 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $127K.
Fidelity MSCI Industrials Index ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #271 holding.
U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and has held it in 12 quarters since.
221 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.