Ahrens Investment Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$109	Buy	+2	New	+$105	﹤0.01%	998
2022 Q3	–	Sell	-2	Closed	–	–	424
2022 Q2	$0	Hold	2	–	–	﹤0.01%	992
2022 Q1	$0	Sell	2 -1,614	-100%	-$85.8K	﹤0.01%	1057
2021 Q4	$91K	Buy	+1,616	New	+$89.4K	0.04%	301

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ahrens Investment Partners's FIDU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2023: 2 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FIDU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FIDU in Q4 2021 and has held it in 4 quarters since. The position peaked at $91K in Q4 2021. 124 funds tracked by Wall St. Rank hold FIDU as of Q1 2023.

Ahrens Investment Partners held 2 shares of Fidelity MSCI Industrials Index ETF worth $109 as of Q1 2023.
Fidelity MSCI Industrials Index ETF was a new Ahrens Investment Partners position in Q1 2023.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #998 holding.
Ahrens Investment Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Fidelity MSCI Industrials Index ETF position peaked at $91K in Q4 2021.
124 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.