Advisors Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Advisors Capital 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
2021 Q4	–	Sell	-4,007	Closed	-$208K	–	426
2021 Q3	$208K	Sell	4,007 -33	-0.8%	-$1.79K	0.01%	397
2021 Q2	$219K	Sell	4,040 -62	-2%	-$3.36K	0.01%	367
2021 Q1	$213K	Buy	+4,102	New	+$201K	0.01%	348

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Advisors Capital Management's FIDU Position: Q4 2021 in Review

Advisors Capital Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2021, closing a stake of 4,007 shares — an estimated $208K sold.

Advisors Capital Management first reported a position in FIDU in Q1 2021 and held it in 3 quarters. The position peaked at $219K in Q2 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

Advisors Capital Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2021 after selling out during the quarter.
Advisors Capital Management sold 4,007 Fidelity MSCI Industrials Index ETF shares in Q4 2021, an estimated $208K.
Advisors Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 3 quarters.
Advisors Capital Management's Fidelity MSCI Industrials Index ETF position peaked at $219K in Q2 2021.
133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Advisors Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.