Advisory Alpha’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Advisory Alpha’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 Q1	–	Sell	-3,936	Closed	-$221K	–	273
2021 Q4	$221K	Sell	3,936 -12,898	-77%	-$714K	0.01%	248
2021 Q3	$874K	Buy	+16,834	New	+$912K	0.06%	121
2019 Q2	–	Sell	-330	Closed	-$12.8K	–	293
2019 Q1	$12.8K	Buy	+330	New	+$12.2K	﹤0.01%	377

Other funds holding FIDU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FSC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCS

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

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

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Advisory Alpha's FIDU Position: Q1 2022 in Review

Advisory Alpha sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 3,936 shares — an estimated $221K sold.

Advisory Alpha first reported a position in FIDU in Q1 2019 and held it in 3 quarters. The position peaked at $874K in Q3 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

Advisory Alpha reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
Advisory Alpha sold 3,936 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $221K.
Advisory Alpha first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and held it in 3 quarters.
Advisory Alpha's Fidelity MSCI Industrials Index ETF position peaked at $874K in Q3 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on Advisory Alpha's 13F filing for Q1 2022, filed 2 May 2022.