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

Advisornet 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
2022
Q4 		– Sell
-796
Closed -$35K – 2408
2022
Q3 		$35K Hold
796
– – ﹤0.01% 951
2022
Q2 		$36K Buy
+796
New +$38.9K ﹤0.01% 970

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisornet Financial's FIDU Position: Q4 2022 in Review

Advisornet Financial sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2022, closing a stake of 796 shares — an estimated $35K sold.

Advisornet Financial first reported a position in FIDU in Q2 2022 and held it in 2 quarters. The position peaked at $36K in Q2 2022. 122 funds tracked by Wall St. Rank hold FIDU as of Q4 2022.

  • Advisornet Financial reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 796 Fidelity MSCI Industrials Index ETF shares in Q4 2022, an estimated $35K.
  • Advisornet Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2022 and held it in 2 quarters.
  • Advisornet Financial's Fidelity MSCI Industrials Index ETF position peaked at $36K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.